Wealth Manager Trainee: Licensing & Client Impact

Equitable Advisors; Melville (NY); On-site; USD 36,000 - 42,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

License sponsorship

Performance-based bonuses

Job summary

Equitable Advisors is seeking a driven Wealth Advisor to engage clients, develop tailored financial strategies, and present suitable products and services. The role emphasizes building durable client relationships and leveraging a network to grow the book of business.

The position requires a bachelor’s degree or equivalent, along with FINRA licenses (Series 7/66, SIE, Life & Health). In-office work is required in Melville, NY, with the opportunity to earn commissions and participate in

Qualifications

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

Responsibilities

• Build and nurture client relationships.
• Develop personalized financial strategies.
• Discuss tailored financial products and services.
• Coordinate with team for client engagement events.

Skills

Client relationship management

Networking

Communication skills

Self-confidence

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Tools

Series 7

Series 66

SIE

Life & Health License

Job description

Equitable Advisors is seeking a driven Wealth Advisor to engage clients, develop tailored financial strategies, and present suitable products and services. The role emphasizes building durable client relationships and leveraging a network to grow the book of business.

The position requires a bachelor’s degree or equivalent, along with FINRA licenses (Series 7/66, SIE, Life & Health). In-office work is required in Melville, NY, with the opportunity to earn commissions and participate in