Wealth Management Professional: Training & Licensing

Equitable Advisors; New York (NY); On-site; USD 40,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day PEP training

Virtual University

Mentorship

Leadership Development School

CFP/ChFC study support

Job summary

Equitable Advisors in New York, NY seeks aFinancial Professional to build and nurture client relationships, manage portfolios, and develop tailored financial strategies. The role emphasizes proactive client communication and guiding customers through investment options.

The position requires in-office presence, licensing readiness (Life & Health, SIE, Series 7/66) and a mindset focused on growth, ethics, and collaborative teamwork. Training programs support licensing and career progression.

Qualifications

• Bachelor's degree or equivalent experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Must be authorized to work in the United States.
• Excellent communication and interpersonal skills.
• Entrepreneurial mindset with drive to succeed.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' objectives and risk tolerance to develop personalized financial strategies.
• Discuss financial products and services tailored to each client.
• In-office presence required to meet with clients and manage accounts.
• Balance work with personal time while delivering reliable client service.

Skills

Communication skills

Interpersonal skills

Self-confidence

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in New York, NY seeks aFinancial Professional to build and nurture client relationships, manage portfolios, and develop tailored financial strategies. The role emphasizes proactive client communication and guiding customers through investment options.

The position requires in-office presence, licensing readiness (Life & Health, SIE, Series 7/66) and a mindset focused on growth, ethics, and collaborative teamwork. Training programs support licensing and career progression.