Wealth Management Trainee

equitable; Secaucus (NJ); On-site; USD 33,000 - 42,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP 120-day training

Virtual University access

Mentorship

Leadership Development School

Professional growth (CFP/ChFC)

Job summary

Equitable Advisors is seeking individuals to become wealth managers through licensing and employment, with an emphasis on client engagement, financial strategy development and product guidance. This in-office opportunity emphasizes professional growth and a structured path to advisory careers.

Training includes FINRA sponsorship, a 120-day hands-on PEP, access to Virtual University, mentorship, and leadership development to support growth toward CFP/ChFC and related credentials.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Strong communication and relationship-building abilities.
• Entrepreneurial, values-driven with a track record of success.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Discuss financial products and services tailored to clients' needs.

Skills

Client Engagement

Financial Strategy

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking individuals to become wealth managers through licensing and employment, with an emphasis on client engagement, financial strategy development and product guidance. This in-office opportunity emphasizes professional growth and a structured path to advisory careers.

Training includes FINRA sponsorship, a 120-day hands-on PEP, access to Virtual University, mentorship, and leadership development to support growth toward CFP/ChFC and related credentials.