Wealth Management Associate: Licenses & Mentorship

Equitable Advisors; Melville (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k)

Disability insurance

Employee Stock Purchase Plan (ESPP)

Job summary

Equitable Advisors in Melville, NY seeks a Financial Professional to build client relationships, develop financial strategies, and discuss tailored products. In-office presence is required and the role includes comprehensive training through FINRA sponsorship and a structured 120‑day program.

You will work with a team that supports mentorship, professional growth, and potential designation paths such as CFP® and ChFC, with a stable biweekly pay during the initial period.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses.
• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities.

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' situations.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Values-driven

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Melville, NY seeks a Financial Professional to build client relationships, develop financial strategies, and discuss tailored products. In-office presence is required and the role includes comprehensive training through FINRA sponsorship and a structured 120‑day program.

You will work with a team that supports mentorship, professional growth, and potential designation paths such as CFP® and ChFC, with a stable biweekly pay during the initial period.