Financial Advisor Trainee

Thoroughbred advisors
White Plains, NY
Financial Advisor Trainee Location White Plains, NY :

Overview

Are you outgoing? Do you look forward to unique challenges every day? Do you have an entrepreneurial spirit? Do you want to have control of your earning potential?

If you answer, yes, to any of these questions, a career as a Thoroughbred Advisors Financial Representative may be right for you.

This job posting presents an exciting opportunity with unlimited earning potential, where compensation is based on commissions, allowing motivated individuals to directly influence their income based on their performance and sales achievements.

Job Responsibilities

  • Attend all company trainings and learn about different financial tools
  • Ability to identify and understand client needs and deliver the solutions to meet them
  • Comply with all regulatory requirements, including licensing and registrations
  • Meet and exceed pre-determined production goals as outlined with hiring manager

Job Requirements

  • Bachelor's degree in business, finance, sales, marketing or related field, preferred not required
  • Extraordinary client presence and time management skills
  • Have an aptitude and desire to develop a network within their personal and professional networks

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 421 Troy Schenectady Rd, Latham, NY 12110, (518) 608-4608. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. National Life Group is a trade name of NLIC and its affiliates. In CO, MO, NH, and WI, ESI operates as Vermont Equity Services, Inc. TC139273(0124)3. Recruiting Purposes Only.

Job Types: Full-time, Internship

Pay: $65,000.00 - $130,000.00 per year

Benefits:

  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health savings account
  • Paid training
  • Retirement plan
  • Vision insurance

Compensation package:

  • Bonus opportunities
  • Commission pay

Weekly schedule:

  • Choose your own hours
  • Monday to Friday

Work setting:

  • In-person
  • Office

Experience:

  • Financial concepts: 1 year (Preferred)

Language:

  • English (Required)

Ability to Commute:

  • White Plains, NY 10604 (Required)

Work Location: In person

Posted 2025-08-22

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