Wealth Planner & Advisor Trainee (Licensing Path)

Equitable Advisors; New York (NY); On-site; USD 31,950 - 39,050; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k)

Transportation reimbursement

Commissions & bonus opportunities

Job summary

A leading financial services firm in New York is seeking driven individuals to join as wealth managers. The role emphasizes building client relationships, developing tailored financial strategies, and continuous professional growth through training and mentorship. Ideal candidates hold a bachelor's degree and necessary licensing. This position offers a structured path with benefits including health insurance, flexible scheduling, and performance-based bonuses.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: Must have State Life & Health, SIE, Series 7, Series 66.
• Work Authorization: Must be authorized to work in the United States.

Responsibilities

• Build and strengthen client relationships through networking.
• Assess client goals and risk tolerance to craft tailored strategies.
• Present financial solutions that align with clients’ needs.

Skills

Client relationship management

Financial strategy development

Strong interpersonal skills

Entrepreneurial mindset

Collaboration

Education

Bachelor’s degree or equivalent

Tools

State Life & Health licensing

SIE

Series 7

Series 66

Job description

A leading financial services firm in New York is seeking driven individuals to join as wealth managers. The role emphasizes building client relationships, developing tailored financial strategies, and continuous professional growth through training and mentorship. Ideal candidates hold a bachelor's degree and necessary licensing. This position offers a structured path with benefits including health insurance, flexible scheduling, and performance-based bonuses.