Entry-Level Financial Advisor: FINRA Licensing & Training

Equitable Advisors; Green Bay (WI); Sur place; USD 50 000 - 65 000; Plein temps

Avantages offerts par ce poste

FINRA Sponsorship

120-day PEP training

Virtual University access

Mentorship

Leadership development opportunities

CFP/ChFC growth path

Sign-On/License support

Résumé du poste

Equitable Advisors in Green Bay, WI seeks an entry-level Financial Advisor who will build client relationships, develop financial strategies, and discuss suitable products and services. The role requires in-office presence, a values-driven mindset, and a drive to help clients achieve financial wellness through licensing support and structured training.

You will benefit from FINRA licensing sponsorship, a 120-day hands-on PEP, virtual university access, mentorship, and a clear path to

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• 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 strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others' lives.
• Ability to collaborate with top performers and learn from them.

Responsabilités

• Client engagement: build and nurture client relationships through networking, portfolio management, and progress tracking.
• Financial strategy development: understand clients' objectives and risk tolerance to devise personalized strategies.
• Product and service consultation: discuss financial products and services tailored to clients' situations.
• Location: in-office presence required.
• Work-life balance: flexible schedule to maximize productivity and personal time.

Connaissances

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Formation

Bachelor's degree or equivalent skills and work experience

Outils

FINRA Licensing (Life & Health, SIE, Series 7, 66)

Description du poste

Equitable Advisors in Green Bay, WI seeks an entry-level Financial Advisor who will build client relationships, develop financial strategies, and discuss suitable products and services. The role requires in-office presence, a values-driven mindset, and a drive to help clients achieve financial wellness through licensing support and structured training.

You will benefit from FINRA licensing sponsorship, a 120-day hands-on PEP, virtual university access, mentorship, and a clear path to