Entry-Level Financial Advisor | FINRA Licensing & Training

Equitable Advisors; Raleigh (NC); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship program

Biweekly pay

Commissions and bonuses

Comprehensive benefits

Job summary

Equitable Advisors in Raleigh, NC seeks an entry level Financial Advisor to build client relationships, develop financial strategies, and present tailored solutions. In-office role with structured training and FINRA licensing sponsorship.

You will gain mentorship, biweekly pay, and paths toward CFP/ChFC designations while helping families achieve financial wellness through a compliant, client-focused practice.

Qualifications

• Bachelor's degree or equivalent required.
• Licensing: Life & Health, SIE, Series 7 and Series 66 required or sponsorship provided.
• Strong communication, relationship-building and self-motivation are essential.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies based on clients' objectives and risk tolerance.
• Discuss financial products and services tailored to clients' situations and needs.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors in Raleigh, NC seeks an entry level Financial Advisor to build client relationships, develop financial strategies, and present tailored solutions. In-office role with structured training and FINRA licensing sponsorship.

You will gain mentorship, biweekly pay, and paths toward CFP/ChFC designations while helping families achieve financial wellness through a compliant, client-focused practice.