Wealth Management Trainee (FINRA Licensed)

equitable; Port Reading (NJ); On-site; USD 40,000 - 75,000; Full time

Benefits offered by this job

Sign-on bonus

Stable pay

Commissions & bonus

Benefits eligibility

Job summary

Equitable Advisors seeks a driven financial professional to grow their client base and manage portfolios while delivering tailored financial guidance. The role emphasizes relationship-building, strategic planning, and proactive client communication in a structured licensing path.

You will engage with clients, pursue licensing through FINRA-sponsored programs, and leverage internal training to accelerate career progression in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensuring 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.
• Maintain in-office presence as required by the role.
• Maintain a flexible schedule to maximize productivity and personal time.

Skills

Communication

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree

Job description

Equitable Advisors seeks a driven financial professional to grow their client base and manage portfolios while delivering tailored financial guidance. The role emphasizes relationship-building, strategic planning, and proactive client communication in a structured licensing path.

You will engage with clients, pursue licensing through FINRA-sponsored programs, and leverage internal training to accelerate career progression in wealth management.