Wealth Manager Trainee: FINRA Sponsorship & Mentorship

equitable; New York (NY); On-site; USD 35,000 - 60,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training (120 days)

Virtual University access

Mentorship

Leadership Development School

Professional growth (CFP/ChFC)

Competitive compensation

Job summary

Equitable Advisors is seeking ambitious individuals to begin a structured path to becoming licensed wealth professionals. The role focuses on client engagement, financial strategy development, and product consultations, with in-office work required.

Candidates should have a Bachelor's degree, relevant state licenses (Life & Health, SIE, Series 7, 66), and a willingness to complete training through FINRA sponsorship and PEP.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial spirit 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

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' circumstances.
• Maintain in-office presence as per role requirements.
• Support work-life balance with a flexible schedule.

Skills

Client engagement

Financial strategy

Communication skills

Collaboration

Work authorization

Licensing requirements

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking ambitious individuals to begin a structured path to becoming licensed wealth professionals. The role focuses on client engagement, financial strategy development, and product consultations, with in-office work required.

Candidates should have a Bachelor's degree, relevant state licenses (Life & Health, SIE, Series 7, 66), and a willingness to complete training through FINRA sponsorship and PEP.