Wealth Strategy Associate (Licensing & Training Included)

Equitable Advisors; Melville (NY); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

Professional Growth

Sign-On Bonus Eligibility

Stable Pay

Commissions and Bonus

Job summary

Equitable Advisors in Melville, NY is seeking a wealth management professional to build enduring client relationships and craft personalized financial strategies. This in-office role emphasizes licensing readiness with FINRA sponsorship and structured training.

You will engage clients, discuss products, and guide families toward their financial goals with integrity. The position offers mentorship, professional growth, and a path to CFP/ChFC designations.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• Maintain ongoing communication and progress tracking with clients.

Skills

Client engagement

Financial strategy development

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Melville, NY is seeking a wealth management professional to build enduring client relationships and craft personalized financial strategies. This in-office role emphasizes licensing readiness with FINRA sponsorship and structured training.

You will engage clients, discuss products, and guide families toward their financial goals with integrity. The position offers mentorship, professional growth, and a path to CFP/ChFC designations.