Wealth Manager Trainee — FINRA Licensing & Mentorship

equitable; Melville (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Sign-On Bonus

Stable Pay

Commissions & Bonus

Benefits Package

Job summary

Equitable Advisors is seeking motivated financial professionals to build client relationships and guide wealth-management strategies. This in-office role emphasizes licensing, training through FINRA sponsorship, and a structured pathway to becoming a wealth manager.

You will receive comprehensive training, mentorship, and opportunities to pursue CFP, ChFC, and other credentials while earning a stable base and potential commissions as you grow your practice.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: values-driven with a track record of success and accomplishment.
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: ability to work with and learn from top performers.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

Client Engagement

Financial Strategy

Product Consultation

Communication Skills

Entrepreneurial Mindset

Collaboration

Education

Bachelor's degree or equivalent

State Life & Health License

SIE

Series 7

Series 66

Job description

Equitable Advisors is seeking motivated financial professionals to build client relationships and guide wealth-management strategies. This in-office role emphasizes licensing, training through FINRA sponsorship, and a structured pathway to becoming a wealth manager.

You will receive comprehensive training, mentorship, and opportunities to pursue CFP, ChFC, and other credentials while earning a stable base and potential commissions as you grow your practice.