Wealth Manager Trainee - FINRA Licensing & Mentorship

Equitable Advisors; New York (NY); In loco; USD 35.000 - 55.000; Tempo pieno

Vantaggi offerti da questo lavoro

FINRA Sponsorship

Mentorship

Leadership Development

Commissions and Bonus

Benefits eligibility

Descrizione del lavoro

Equitable Advisors in New York, NY seeks a Financial Professional to build client relationships, develop tailored financial strategies, and consult on core products and services. The role requires in-office presence and offers a structured career path including licensing support and ongoing training.

You will participate in FINRA licensing sponsorship, a 120-day training (PEP), mentorship, and opportunities for professional growth toward CFP, ChFC, and other credentials.

Competenze

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.

Mansioni

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies aligned with clients' objectives and risk tolerance.
• Discuss financial products and services tailored to client needs.
• In-office presence required.
• Maintain work-life balance with flexible scheduling.

Conoscenze

Client engagement

Financial strategy

Product consultation

Communication

Entrepreneurial mindset

Collaboration

Work authorization

Licensing: Series 7/66

Formazione

Bachelor's degree

Descrizione del lavoro

Equitable Advisors in New York, NY seeks a Financial Professional to build client relationships, develop tailored financial strategies, and consult on core products and services. The role requires in-office presence and offers a structured career path including licensing support and ongoing training.

You will participate in FINRA licensing sponsorship, a 120-day training (PEP), mentorship, and opportunities for professional growth toward CFP, ChFC, and other credentials.