Wealth Manager Trainee - FINRA Licensing & Mentorship

equitable

New York (NY)

On-site

USD 60,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Sign-On Payment Eligibility

Stable Pay (up to 24 months)

Commissions and Bonus

Benefits Eligibility

Job summary

Equitable Advisors specializes in empowering financial professionals to build meaningful client relationships and deliver personalized wealth management strategies. The role emphasizes in-office client engagement, portfolio development, and ongoing guidance to help clients reach their financial goals.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and access to a virtual university for continuous learning.

Qualifications

Bachelor's degree or equivalent skills and work experience.
State Life & Health, SIE, Series 7, Series 66 licensing.
Values-driven with a track record of success and accomplishment.
Excellent interpersonal and communication abilities with strong self-confidence.
Entrepreneurial mindset with a desire to positively impact others' lives.
Ability to work with and learn from top performers.
Must be authorized to work in the United States.

Responsibilities

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
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.
Location: In-office presence required.
Work-Life Balance: Flexible schedule to maximize productivity and personal time.