Wealth Management Trainee — FINRA Licensing

Equitable Advisors; City of Syracuse (NY); On-site; USD 29,160 - 35,640; Full time

Benefits offered by this job

Stable pay for up to 24 months

Flexible schedule

Comprehensive benefits including health, dental, and vision

Job summary

A leading financial services company is looking for a Financial Professional in Syracuse, NY. This role involves building client relationships, developing personalized financial strategies, and offering consultation on products. Candidates should have a Bachelor’s degree or equivalent experience and possess various financial licenses. The company emphasizes a supportive culture with comprehensive training, stable pay, and attractive benefits. If you are driven to help clients achieve their financial goals, this opportunity could be for you!

Qualifications

• Must be values-driven with a track record of success.
• Excellent interpersonal and communication abilities necessary.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking.
• Devising personalized financial strategies for clients.
• Consulting clients on appropriate financial products.

Skills

Client Engagement

Financial Strategy Development

Communication Skills

Collaboration

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health, SIE, Series 7, Series 66

Job description

A leading financial services company is looking for a Financial Professional in Syracuse, NY. This role involves building client relationships, developing personalized financial strategies, and offering consultation on products. Candidates should have a Bachelor’s degree or equivalent experience and possess various financial licenses. The company emphasizes a supportive culture with comprehensive training, stable pay, and attractive benefits. If you are driven to help clients achieve their financial goals, this opportunity could be for you!