Wealth Strategy Associate — FINRA Sponsorship & Mentorship

equitable; New York (NY); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship program

Leadership Development School

CFP/ChFC support

_health, dental & vision_ coverage

401(k) & ESPP

Job summary

Equitable Advisors in the United States seeks a motivated wealth management professional to build and nurture client relationships, develop personalized financial strategies, and guide clients on suitable products and services. This in‑office role emphasizes networking, collaboration, and a strong client focus.

You will receive FINRA sponsorship for required licenses, participate in a comprehensive 120‑day training, access Virtual University, mentorship, and Leadership Development opportunities,

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

Skills

Client Engagement

Financial Strategy

Product Consultation

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Licensing

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in the United States seeks a motivated wealth management professional to build and nurture client relationships, develop personalized financial strategies, and guide clients on suitable products and services. This in‑office role emphasizes networking, collaboration, and a strong client focus.

You will receive FINRA sponsorship for required licenses, participate in a comprehensive 120‑day training, access Virtual University, mentorship, and Leadership Development opportunities,