Wealth Advisor Trainee – Licensing Sponsored

Equitable Advisors; New York (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training program

Virtual University

Mentorship

Leadership Development School

Professional designation support (CFP,

Chartered Financial Consultant)

Sign-On payment eligibility

Stable biweekly pay (first 24 months)

Commissions and bonuses

Benefits: health, dental, vision, 401k

Job summary

Equitable Advisors is seeking a Financial Professional in New York, NY, to engage clients, develop financial strategies, and consult on products and services. The role emphasizes building relationships, understanding risk, and guiding clients toward their financial goals while maintaining an in-office presence.

The opportunity includes FINRA sponsorship, structured training, and mentorship to support licensing through programs like FINRA licensing and ongoing professional development, with

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 and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client Engagement

Financial Strategy

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

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

Job description

Equitable Advisors is seeking a Financial Professional in New York, NY, to engage clients, develop financial strategies, and consult on products and services. The role emphasizes building relationships, understanding risk, and guiding clients toward their financial goals while maintaining an in-office presence.

The opportunity includes FINRA sponsorship, structured training, and mentorship to support licensing through programs like FINRA licensing and ongoing professional development, with