Aspiring Financial Advisor – Austin, TX | Training & Licensing

Equitable Advisors; Austin (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP – Preliminary Employment Period

Virtual University

Mentorship

Personalized Coaching

Leadership Development

Professional Growth & Certifications

Sign-On Payment

Stable Pay

Commissions & Bonus

Benefits - health, dental, vision, 401

Job summary

Equitable Advisors is seeking entry-level Financial Advisors in Austin, TX to build client relationships, craft financial strategies, and discuss tailored products and services. The role includes an in-office expectation and a focus on work-life balance as part of a structured development program.

The program includes FINRA sponsorship, hands-on training, virtual university access, mentorship, and ongoing professional growth with designations supported.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements include State Life & Health, SIE, Series 7, Series 66.
• 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

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Licensing prerequisites

Tools

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking entry-level Financial Advisors in Austin, TX to build client relationships, craft financial strategies, and discuss tailored products and services. The role includes an in-office expectation and a focus on work-life balance as part of a structured development program.

The program includes FINRA sponsorship, hands-on training, virtual university access, mentorship, and ongoing professional growth with designations supported.