Wealth Manager in Training – FINRA Licensing

equitable; New York (NY); Vor Ort; USD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Sign-On Payment Eligibility

Stable Pay

Commissions and Bonus

Benefits Eligibility

Zusammenfassung

Equitable Advisors in the United States seeks a driven finance professional to join its in-office staff, building relationships and guiding clients toward financial goals through portfolio management and personalized strategies.

The role emphasizes licensing progression (State Life & Health, SIE, Series 7, Series 66) with FINRA sponsorship and a structured training path, including PEP, virtual university, mentorship, and potential CFP/ChFC designations.

Qualifikationen

• Bachelor's degree or equivalent experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities.
• Authorized to work in the United States.
• Entrepreneurial mindset with a desire to positively impact others.

Aufgaben

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies based on objectives and risk tolerance.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required to engage clients and collaborate with team.

Kenntnisse

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Ausbildung

Bachelor's degree or equivalent

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

Jobbeschreibung

Equitable Advisors in the United States seeks a driven finance professional to join its in-office staff, building relationships and guiding clients toward financial goals through portfolio management and personalized strategies.

The role emphasizes licensing progression (State Life & Health, SIE, Series 7, Series 66) with FINRA sponsorship and a structured training path, including PEP, virtual university, mentorship, and potential CFP/ChFC designations.