Wealth Planner Trainee — Licensed Path & Training

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

Benefits offered by this job

Stable pay for first 24 months

Commissions and bonuses

Comprehensive benefits programs including health and 401(k)

FINRA Sponsorship for licensing

Leadership Development opportunities

Job summary

Equitable Advisors is seeking a Financial Professional in Melville, NY, to foster client relationships and develop personalized financial strategies. This full-time role requires a Bachelor's degree and relevant licenses, emphasizing strong communication skills and a values-driven mindset.

The position supports growth through comprehensive training, mentoring, stable biweekly pay, and eligibility for commissions and bonuses. Join a workforce committed to positive community impact and diversity.

Qualifications

• Strong interpersonal and communication abilities with self-confidence.
• 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.
• Understand clients' financial objectives and risk tolerance.
• Discuss financial products and services tailored to clients.

Skills

Communication Skills

Client Engagement

Financial Strategy Development

Collaboration

Values-driven mindset

Education

Bachelor's degree or equivalent skills

Tools

FINRA Licenses: Series 7, Series 66

Job description

Equitable Advisors is seeking a Financial Professional in Melville, NY, to foster client relationships and develop personalized financial strategies. This full-time role requires a Bachelor's degree and relevant licenses, emphasizing strong communication skills and a values-driven mindset.

The position supports growth through comprehensive training, mentoring, stable biweekly pay, and eligibility for commissions and bonuses. Join a workforce committed to positive community impact and diversity.