Wealth Manager-in-Training | FINRA Licensing & Mentorship

equitable; New York (NY); Sur place; USD 36 000 - 52 000; Plein temps

Avantages offerts par ce poste

FINRA Sponsorship

PEP Training (120 days)

Virtual University

Mentorship

Leadership Development

Résumé du poste

Equitable Advisors seeks motivated individuals to join our in-office wealth management team. Build client relationships, develop financial strategies, and advise on tailored products and services while pursuing FINRA licensing.

You will benefit from structured training, a 120-day PEP program, and ongoing mentorship, with pathways toward CFP, ChFC, and other designations within a supportive, values-driven culture.

Qualifications

• Bachelor's degree or equivalent required; licensing pursued for FINRA registration.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a drive to positively impact others' lives.

Responsabilités

• Client engagement: build and nurture client relationships through networking and portfolio management.
• Develop financial strategies by understanding objectives and risk tolerance to tailor recommendations.
• Consult on financial products and services aligned to clients' situations.
• In-office presence required; collaborate with top performers.
• Support work-life balance with a flexible schedule.

Connaissances

Communication Skills

Collaboration

Entrepreneurial Spirit

Formation

Bachelor's degree or equivalent

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

Description du poste

Equitable Advisors seeks motivated individuals to join our in-office wealth management team. Build client relationships, develop financial strategies, and advise on tailored products and services while pursuing FINRA licensing.

You will benefit from structured training, a 120-day PEP program, and ongoing mentorship, with pathways toward CFP, ChFC, and other designations within a supportive, values-driven culture.