Entry Level - Financial Advisor

Equitable Advisors; Lynchburg (VA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health, Dental and Vision insurance

401(k) plan

Employee Stock Purchase Plan (ESPP)

Disability and Life insurance

Transportation Reimbursement Incentive Program (TRIP)

Job summary

A leading financial services firm in Virginia seeks motivated candidates to help individuals achieve their financial goals. This role involves building client relationships, developing personalized financial strategies, and discussing tailored financial products. Candidates must have a bachelor's degree and strong communication skills. The firm provides extensive training, including FINRA sponsorship and mentorship. Benefits include health insurance, a 401(k) plan, and commission opportunities. In-office presence is required for this position.

Qualifications

• Strong self-confidence and excellent interpersonal communication abilities.
• Willingness to work with and learn from top performers.
• Ability to build and nurture relationships through networking.

Responsibilities

• Build and nurture client relationships through networking.
• Understand clients' financial objectives to devise personalized strategies.
• Discuss financial products tailored to clients' unique situations.

Skills

Communication Skills

Collaboration

Values-driven mindset

Entrepreneurial spirit

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. fosters relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring 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.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills & Experience

• Education: Bachelor's degree or equivalent skills and work experience.
• Personal Attributes: Values‑driven with a track record of success and accomplishment.
• Communication Skills: Excellent interpersonal and communication abilities with strong self‑confidence.
• Mindset: Entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: Ability to work with and learn from top performers.
• Work Authorization: Must be authorized to work in the United States.

Training & Development

• FINRA Sponsorship: Provided for required FINRA licensing.
• Preliminary Employment Period (PEP): Comprehensive 120‑day hands‑on training.
• Virtual University: Access to Equitable Advisors' Virtual University for continuous learning.
• Mentorship: Opportunities for joint work and mentorship.
• Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed.
• Leadership Development: Access to Leadership Development School for those with management ambition.
• Professional Growth: Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.
• Sign‑On Payment: Based on the time it takes you to complete the company‑sponsored required FINRA licenses and registrations and enter PEP.
• Stable Pay: Biweekly pay for eligible financial professionals.
• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.

Benefits

• Health, Dental and Vision insurance.
• 401(k) plan.
• Employee Stock Purchase Plan (ESPP).
• Disability and Life insurance.
• Transportation Reimbursement Incentive Program (TRIP).
• Additional benefits subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Equitable Advisors is an equal opportunity employer. M/F/D/V.