Wealth Advisor Trainee — Licensing & Mentorship

equitable; New York (NY); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

FINRA sponsorship

Health, dental & vision insurance

401(k)

Employee Stock Purchase Plan

Disability insurance

Life Insurance

Transportation Reimbursement Program (

Job summary

Equitable Advisors is a national wealth-management network focused on helping clients achieve financial wellness through structured licensing and career development. In-office roles require direct client engagement, portfolio management, and expert guidance on financial products and services.

This position emphasizes building relationships, understanding client goals, and delivering personalized strategies with support via FINRA licensing, mentorship, and a path to professional designations.

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• State Life & Health licensing, SIE, Series 7, Series 66 required/licensing path provided.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and provide clear recommendations.
• Discuss financial products and services tailored to clients' situations.

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is a national wealth-management network focused on helping clients achieve financial wellness through structured licensing and career development. In-office roles require direct client engagement, portfolio management, and expert guidance on financial products and services.

This position emphasizes building relationships, understanding client goals, and delivering personalized strategies with support via FINRA licensing, mentorship, and a path to professional designations.