Wealth Management Associate - Licensing & Mentorship Path

equitable; New York (NY); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

FINRA sponsorship

Virtual University

Mentorship

Leadership development

Healthcare benefits

401(k); ESPP

Job summary

Equitable Advisors seeks a wealth management professional to build client relationships, tailor financial strategies, and advise on products and services. In-office presence is required to collaborate with top performers and serve clients effectively.

The role includes pursuing licensing (State Life & Health, SIE, Series 7, 66) with FINRA sponsorship, plus a 120-day training, Virtual University, mentorship, and leadership development opportunities.

Qualifications

• Bachelor's degree or equivalent work experience required.
• 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 spirit with a desire to positively impact others.
• 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' objectives and risk tolerance to devise personalized financial strategies.
• Discuss financial products and services tailored to clients' situations.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization (US)

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a wealth management professional to build client relationships, tailor financial strategies, and advise on products and services. In-office presence is required to collaborate with top performers and serve clients effectively.

The role includes pursuing licensing (State Life & Health, SIE, Series 7, 66) with FINRA sponsorship, plus a 120-day training, Virtual University, mentorship, and leadership development opportunities.