Wealth Management Trainee – Licensing & Mentorship

Equitable Advisors; New York (NY); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Mentorship

Leadership Development

Competitive benefits

Job summary

Equitable Advisors in New York, NY seeks a Wealth Management Associate to build client relationships, develop tailored financial strategies, and guide clients through product recommendations. This in-office role emphasizes engagement, risk assessment, and ongoing communication.

The program offers FINRA sponsorship, a 120-day training period (PEP), access to Virtual University, mentorship from a local VP, and a path toward professional designations. Competitive benefits apply.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66 required.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with results-driven track record.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop financial strategies aligned with client objectives and risk tolerance.
• Consult on suitable financial products and services for clients.
• Collaborate with top performers and be in-office as required.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Licensing: Series 7/66, SIE

Job description

Equitable Advisors in New York, NY seeks a Wealth Management Associate to build client relationships, develop tailored financial strategies, and guide clients through product recommendations. This in-office role emphasizes engagement, risk assessment, and ongoing communication.

The program offers FINRA sponsorship, a 120-day training period (PEP), access to Virtual University, mentorship from a local VP, and a path toward professional designations. Competitive benefits apply.