Wealth Management Associate: Training, Licensing & Mentorship

Equitable Advisors; New York (NY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

Preliminary Employment Period (PEP)

Virtual University

Mentorship

Personalized Coaching

Leadership Development

Professional Growth

Sign-On Payment Eligibility

Stable Pay

Commissions and Bonus

Benefits Eligibility

Job summary

Equitable Advisors is seeking a Wealth Management Associate in New York City to build and nurture client relationships, develop tailored financial strategies, and discuss investment products. This in-office role emphasizes strong communication and collaboration with top performers, alongside a structured path to licensing and professional growth.

The program offers FINRA sponsorship, a 120-day hands-on training period, virtual university access, mentorship, coaching, and a leadership development

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.

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.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

Licensing

Job description

Equitable Advisors is seeking a Wealth Management Associate in New York City to build and nurture client relationships, develop tailored financial strategies, and discuss investment products. This in-office role emphasizes strong communication and collaboration with top performers, alongside a structured path to licensing and professional growth.

The program offers FINRA sponsorship, a 120-day hands-on training period, virtual university access, mentorship, coaching, and a leadership development