Wealth Advisor Trainee | Licensing & Mentorship

Equitable Advisors; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in New York, NY is seeking a Financial Professional to engage clients, develop personalized financial strategies, and advise on products and services. This role requires in‑office presence and offers a structured path through licensing and development programs.

The position provides FINRA sponsorship, a 120‑day hands‑on training, access to Virtual University, mentorship, and opportunities for professional designations like CFP, ChFC.

Qualifications

• 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.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial mindset with a desire to impact others' lives.
• Ability to work with and learn from top performers.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' objectives and risk tolerance to devise strategies.
• Discuss financial products and services tailored to clients' situations.
• Location: in-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in New York, NY is seeking a Financial Professional to engage clients, develop personalized financial strategies, and advise on products and services. This role requires in‑office presence and offers a structured path through licensing and development programs.

The position provides FINRA sponsorship, a 120‑day hands‑on training, access to Virtual University, mentorship, and opportunities for professional designations like CFP, ChFC.