Wealth Advisor Trainee — Licensing & Mentorship

Equitable Advisors; New York (NY); Presencial; USD 50.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development School

Professional growth programs

Sign-On payment eligibility

Stable first 24 months pay

Commissions and bonus

Benefits eligibility

Descripción de la vacante

Equitable Advisors, based in New York, offers a clear path to becoming a wealth manager through licensing and employment. The role focuses on client engagement, strategy development, and product consultation in an in-office environment.

Training includes FINRA sponsorship, a comprehensive 120-day program, and ongoing mentorship, with opportunities for professional designations and growth within a supportive culture.

Formación

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.

Responsabilidades

• Client Engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Conocimientos

Communication Skills

Mindset

Collaboration

Work Authorization

Entrepreneurial Spirit

Values-driven

Educación

Bachelor's degree or equivalent skills and work experience

Herramientas

State Life & Health Licenses

SIE

Series 7

Series 66

Descripción del empleo

Equitable Advisors, based in New York, offers a clear path to becoming a wealth manager through licensing and employment. The role focuses on client engagement, strategy development, and product consultation in an in-office environment.

Training includes FINRA sponsorship, a comprehensive 120-day program, and ongoing mentorship, with opportunities for professional designations and growth within a supportive culture.