Wealth Management Trainee: Licensing & Growth Path

Equitable Advisors; Morristown (NJ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Licensing Support

PEP Training Program

Biweekly Stable Pay (first 24 months)

Commissions & Bonus

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Morristown, NJ. The role focuses on building client relationships, developing financial strategies, and advising on suitable financial products and services.

In-office presence is required, with a structured path to licensing and career growth. The position offers FINRA sponsorship, a comprehensive training program, mentorship, and opportunities for professional designation like CFP and ChFC, with a stable early compensation plan and

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements include State Life & Health, SIE, Series 7 and Series 66.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• Location requires in-office presence.

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Mindset entrepreneurial

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors is seeking a Wealth Management Associate in Morristown, NJ. The role focuses on building client relationships, developing financial strategies, and advising on suitable financial products and services.

In-office presence is required, with a structured path to licensing and career growth. The position offers FINRA sponsorship, a comprehensive training program, mentorship, and opportunities for professional designation like CFP and ChFC, with a stable early compensation plan and