Wealth Advisory Trainee: Licensing & Mentorship

Equitable Advisors; Stamford, Northern (CT, KY); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Sign-on bonus

Stable pay

Commissions and bonuses

Benefits package

Job summary

Equitable Advisors in Stamford, CT seeks a Financial Services Professional to build client relationships, develop financial strategies and discuss tailored products and services. An in-office role with a focus on growth and relationship management.

The position offers comprehensive training including FINRA licensing sponsorship, a 120-day PEP program, mentorship, and opportunities to pursuit CFP, ChFC, and other credentials; competitive compensation with stable pay and commissions.

Qualifications

• Bachelor's degree or equivalent education/experience.
• State Life & Health, SIE, Series 7, Series 66 licenses or equivalents.
• 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.
• Discuss financial products and services tailored to clients' needs.

Skills

Client Engagement

Financial Strategy Development

Product & Service Consultation

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Stamford, CT seeks a Financial Services Professional to build client relationships, develop financial strategies and discuss tailored products and services. An in-office role with a focus on growth and relationship management.

The position offers comprehensive training including FINRA licensing sponsorship, a 120-day PEP program, mentorship, and opportunities to pursuit CFP, ChFC, and other credentials; competitive compensation with stable pay and commissions.