Wealth Management Associate: Licensing & Mentorship

equitable; Melville (NY); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Melville, NY seeks driven financial professionals to build client relationships and develop personalized financial strategies. The role includes licensing sponsorship, a structured training program, and mentorship to advance toward CFP/ChFC designations.

Training features include FINRA licensing sponsorship, a 120-day PEP, Virtual University, and Leadership Development School, with a commitment to long-term career growth in wealth management.

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' lives.
• Ability to work with and learn from top performers.
• 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.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Melville, NY seeks driven financial professionals to build client relationships and develop personalized financial strategies. The role includes licensing sponsorship, a structured training program, and mentorship to advance toward CFP/ChFC designations.

Training features include FINRA licensing sponsorship, a 120-day PEP, Virtual University, and Leadership Development School, with a commitment to long-term career growth in wealth management.