Wealth Management Advisor: Licensing & Mentorship

Equitable Advisors; New York (NY); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

FINRA sponsorship

Mentorship

Virtual University

Stable pay

Commissions & bonuses

Benefits package

Leadership development

Job summary

Equitable Advisors in New York, NY, seeks a Wealth Management Associate to build client relationships, develop financial strategies, and advise on investment products. This in-office role combines individual mentorship and hands-on licensing support.

You will pursue FINRA licenses (SIE, Series 7, 66, Life/Health), receive formal training, and have access to our Virtual University and mentorship. Eligible professionals can receive stable biweekly pay and potential commissions.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities with self-confidence.

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.

Skills

Communication skills

Interpersonal skills

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization in US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in New York, NY, seeks a Wealth Management Associate to build client relationships, develop financial strategies, and advise on investment products. This in-office role combines individual mentorship and hands-on licensing support.

You will pursue FINRA licenses (SIE, Series 7, 66, Life/Health), receive formal training, and have access to our Virtual University and mentorship. Eligible professionals can receive stable biweekly pay and potential commissions.