Wealth Advisor Trainee: Licensing & Mentorship

Equitable Advisors; Melville (NY); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

FINRA Sponsorship

Stable Pay

Bonuses & Commissions

Benefits Eligibility

Job summary

Equitable Advisors is seeking a Financial Professional in Melville, NY to build client relationships and deliver financial strategies. The role requires licensing and in-office engagement, with a structured path to wealth management through Equitable’s programs.

Training includes FINRA sponsorship, mentorship, and a 120-day hands-on period, with a stable biweekly pay model and opportunities for commissions and bonuses as you advance.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Strong communication and self-confidence with an entrepreneurial mindset.

Responsibilities

• Client Engagement: Build and nurture client relationships and track progress.
• Financial Strategy Development: Align objectives with risk tolerance and provide guidance.
• Product and Service Consultation: Discuss tailored financial products for clients.

Skills

Communication

Self-confidence

Entrepreneurial spirit

Collaboration

Work authorization

Education

Bachelor's degree

Tools

FINRA licensing knowledge

Job description

Equitable Advisors is seeking a Financial Professional in Melville, NY to build client relationships and deliver financial strategies. The role requires licensing and in-office engagement, with a structured path to wealth management through Equitable’s programs.

Training includes FINRA sponsorship, mentorship, and a 120-day hands-on period, with a stable biweekly pay model and opportunities for commissions and bonuses as you advance.