Wealth Management Trainee — Licensing & Training

Equitable Advisors; New York (NY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Virtual University

Stable Pay during PEP (40-h workweek)

Commissions and Bonus

Benefits eligibility (health, dental,

Vision, 401(k) and ESPP)

Job summary

Equitable Advisors in New York seeks a Wealth Management Associate to build client relationships, craft financial strategies, and discuss tailored products and services. The in-office role emphasizes networking, portfolio oversight, and clear guidance to clients as you advance through licensing and training.

You will benefit from structured training, FINRA sponsorship, and mentorship, with a path to CFP, ChFC, and other designations.

Qualifications

• Strong interpersonal skills with the ability to build long-term client relationships.
• Exceptional communication and presentation abilities.
• Self-driven with a proactive, results-oriented mindset.
• Willingness to learn and adapt in a fast-moving financial advisory environment.

Responsibilities

• Build and nurture client relationships through networking and ongoing portfolio management.
• Understand client objectives and risk tolerance to tailor financial strategies.
• Discuss financial products and services aligned to client needs and goals.
• Maintain in-office presence to collaborate with senior advisors and teams.
• Engage in ongoing learning via company programs and licensing requirements.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in New York seeks a Wealth Management Associate to build client relationships, craft financial strategies, and discuss tailored products and services. The in-office role emphasizes networking, portfolio oversight, and clear guidance to clients as you advance through licensing and training.

You will benefit from structured training, FINRA sponsorship, and mentorship, with a path to CFP, ChFC, and other designations.