Wealth Advisor Trainee | Licensing & Mentorship

Equitable Advisors; New York (NY); Presencial; USD 60.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

FINRA Sponsorship for licensing

Comprehensive benefits (health, dental

401(k) and ESPP eligibility

Descripción de la vacante

Equitable Advisors in New York, NY, is seeking a Financial Professional to build client relationships, design personalized financial strategies, and discuss tailored financial products. The role requires in-office presence and a strong, values-driven mindset to deliver results.

The right candidate will hold a Bachelor's degree with licensing including Life & Health, SIE, Series 7, and Series 66, and show a track record of success and collaboration with high performers.

Formación

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66 required.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial spirit with a client-centric mindset.
• Willingness to collaborate with top performers and learn.
• Authorized to work in the United States.

Responsabilidades

• Build and nurture client relationships through networking and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Consult on financial products and services tailored to client needs.
• Maintain in-office presence to engage with clients and team.
• Balance work and personal time to sustain productivity.

Conocimientos

Communication skills

Relationship building

Self-confidence

Entrepreneurial mindset

Team collaboration

Educación

Bachelor's degree

Licensing: State Life & Health, SIE, Series 7, Series 66

Descripción del empleo

Equitable Advisors in New York, NY, is seeking a Financial Professional to build client relationships, design personalized financial strategies, and discuss tailored financial products. The role requires in-office presence and a strong, values-driven mindset to deliver results.

The right candidate will hold a Bachelor's degree with licensing including Life & Health, SIE, Series 7, and Series 66, and show a track record of success and collaboration with high performers.