Wealth Manager Trainee - Licensing & Mentorship

Equitable Advisors; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with ESPP

Disability and life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors, a nationwide network of financial professionals, seeks a Financial Professional in New York. The role focuses on building client relationships, understanding client objectives, and delivering tailored financial strategies.

In this in‑office position, you will engage in portfolio management, risk assessment, and ongoing client communication while pursuing required licenses and certifications. Training and mentoring support a path to senior wealth management roles.

Qualifications

• Bachelor's degree or equivalent skills and work experience
• Excellent interpersonal and communication abilities with strong self‑confidence
• Authorized to work in the United States

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and clear recommendations
• Discuss financial products and services tailored to clients' unique situations
• In-office presence required

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors, a nationwide network of financial professionals, seeks a Financial Professional in New York. The role focuses on building client relationships, understanding client objectives, and delivering tailored financial strategies.

In this in‑office position, you will engage in portfolio management, risk assessment, and ongoing client communication while pursuing required licenses and certifications. Training and mentoring support a path to senior wealth management roles.