Wealth Planner Trainee — FINRA Licensing Path

Equitable Advisors; New York (NY); On-site; USD 34,500 - 54,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Coaching program

Leadership Development

Professional growth

Sign-On Bonus

Stable Pay

Commissions & Bonus

Benefits Package

Job summary

Equitable Advisors is actively recruiting a Financial Planner to build client relationships and deliver personalized wealth management guidance. The role emphasizes practicing licensed advisory techniques, ongoing training through FINRA sponsorship, and a path to certification in CFP/ChFC and Equitable’s holistic coach program.

The position requires an in-office presence with a commitment to long-term development, licensing, and qualifying for managed client portfolios within the Equitable

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing required: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and interpersonal abilities.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies aligned with clients' objectives and risk tolerance.
• Discuss financial products and services tailored to clients' needs.

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Work authorization

Collaboration

Education

Bachelor's degree

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is actively recruiting a Financial Planner to build client relationships and deliver personalized wealth management guidance. The role emphasizes practicing licensed advisory techniques, ongoing training through FINRA sponsorship, and a path to certification in CFP/ChFC and Equitable’s holistic coach program.

The position requires an in-office presence with a commitment to long-term development, licensing, and qualifying for managed client portfolios within the Equitable