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Wealth Management Associate — Client & Strategy
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-01-02
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Melville, New York, is seeking dedicated professionals to build meaningful client relationships and develop personalized financial strategies. Roles involve client engagement, product consultation, and ongoing training opportunities such as FINRA sponsorship and mentorship. The ideal candidate holds a bachelor's degree, has excellent communication skills, and possesses a values-driven mindset. Benefits include stable pay, commissions, and comprehensive health programs.
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Position Requirements
10+ Years
work experience
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