Wealth Advisor Trainee: Licensing, Training and Growth

Equitable Advisors; Melville (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

Professional designation support

Sign-On payment eligibility

Stable pay

Job summary

Equitable Advisors in Woodbury, NY is seeking a Financial Professional to build client relationships, develop personalized financial strategies, and discuss tailored financial products. The role requires in-office presence and a commitment to fiduciary guidance for high net worth clients.

The program includes FINRA licensing sponsorship, hands-on training, and access to the Virtual University, mentorship, and leadership development opportunities to advance your wealth-management career.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements include State Life & Health, SIE, Series 7, Series 66.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required and accountable for client engagement and performance.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Woodbury, NY is seeking a Financial Professional to build client relationships, develop personalized financial strategies, and discuss tailored financial products. The role requires in-office presence and a commitment to fiduciary guidance for high net worth clients.

The program includes FINRA licensing sponsorship, hands-on training, and access to the Virtual University, mentorship, and leadership development opportunities to advance your wealth-management career.