Wealth Strategy Advisor – Training & Licensing Path

Equitable Advisors

Melville (NY)

On-site

USD 42,000 - 78,000

Full time

2 days ago

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Benefits offered by this job

FINRA Sponsorship

Preliminary Employment Period (PEP)

Virtual University

Mentorship

Leadership Development

CFP/ChFC guidance

Sign-On Payment Eligibility

Stable Pay during PEP

Job summary

Equitable Advisors is seeking a Financial Professional for our NY, Melville location to build client relationships, tailor financial strategies, and consult on products and services. This role requires an in-office presence and a drive to deliver personalized guidance to clients.

Ideal candidates hold a Bachelor's degree and relevant FINRA licenses, with strong communication and collaboration skills. Training and mentorship accompany a clear path to advancement within Equitable Advisors.

Qualifications

Bachelor's degree or equivalent skills and work experience.
Licensing: State Life & Health, SIE, Series 7, Series 66.
Authorized to work in the United States.
Excellent interpersonal and communication abilities.
Entrepreneurial spirit with desire to impact others.
Ability to collaborate with top performers.

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Understand clients' objectives and risk tolerance to devise personalized strategies.
Discuss financial products and services tailored to clients' situations.
In-office presence is required.
Maintain work-life balance to maximize productivity.