Wealth Management Associate: Licensure & Growth Path

Equitable Advisors; New York (NY); Sur place; USD 65 000 - 100 000; Plein temps

Avantages offerts par ce poste

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

Professional growth

Sign-On Bonus

Stable pay

Commissions and Bonus

Benefits package

Résumé du poste

Equitable Advisors is seeking a Wealth Management Associate in New York, NY. The role focuses on building client relationships, developing tailored financial strategies, and consulting on products and services, with an in-office requirement and a path through FINRA licensing.

The program emphasizes training, mentorship, and professional growth within a supportive culture. Candidates should hold a bachelor’s degree, obtain necessary licenses (SIE, Series 7, 66), and demonstrate an

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing, SIE, Series 7, Series 66.
• Values-driven with track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with desire to impact others.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsabilités

• 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.
• Location: in-office presence required.
• Maintain work-life balance with a flexible schedule.

Connaissances

Client engagement

Relationship building

Communication

Entrepreneurial mindset

Team collaboration

Work authorization

Formation

Bachelor's degree or equivalent

State Life & Health license

SIE

Series 7

Series 66

Description du poste

Equitable Advisors is seeking a Wealth Management Associate in New York, NY. The role focuses on building client relationships, developing tailored financial strategies, and consulting on products and services, with an in-office requirement and a path through FINRA licensing.

The program emphasizes training, mentorship, and professional growth within a supportive culture. Candidates should hold a bachelor’s degree, obtain necessary licenses (SIE, Series 7, 66), and demonstrate an