Wealth Management Associate — Licensing & Growth

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

Benefits offered by this job

FINRA Sponsorship

PEP training (120 days)

Virtual University

Mentorship

Leadership Development

Job summary

Equitable Advisors in Melville, NY is seeking motivated individuals to begin a career as wealth professionals through licensing and structured training. You will build client relationships, develop financial strategies, and discuss tailored products and services, with in-office presence.

The role includes FINRA sponsorship, a 120-day training period (PEP), mentorship, and opportunities for professional designations such as CFP or ChFC.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing, 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 spirit with a desire to positively impact others.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Melville, NY is seeking motivated individuals to begin a career as wealth professionals through licensing and structured training. You will build client relationships, develop financial strategies, and discuss tailored products and services, with in-office presence.

The role includes FINRA sponsorship, a 120-day training period (PEP), mentorship, and opportunities for professional designations such as CFP or ChFC.