Wealth Management Associate – Licensed, Training & Growth

Equitable Advisors; New York, Northern (NY, KY); Hybrid; USD 36,000 - 65,000; Full time

Benefits offered by this job

FINRA sponsorship

PEP training

Virtual University

Mentorship

Personalized coaching

Leadership development

Professional growth (CFP, ChFC)

Sign-On payment eligibility

Stable pay during training (biweekly)

Commissions and bonus

Benefits programs

Job summary

Equitable Advisors is seeking a Financial Services Professional in New York, NY to engage clients, develop financial strategies, and guide product selections. This role requires in-office presence with licensing pursuit.

With a Bachelor's degree and FINRA licensing path (SIE, Series 7, 66) supported by our training and mentorship, you will benefit from a structured program, mentorship, and competitive compensation including stable pay during training and potential commissions.

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.
• Entrepreneurial mindset with a desire to positively impact others.
• Ability to work with top performers and collaborate across teams.
• Must be 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' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Financial Services Professional in New York, NY to engage clients, develop financial strategies, and guide product selections. This role requires in-office presence with licensing pursuit.

With a Bachelor's degree and FINRA licensing path (SIE, Series 7, 66) supported by our training and mentorship, you will benefit from a structured program, mentorship, and competitive compensation including stable pay during training and potential commissions.