Entry-Level Financial Advisor – In-Office, Licensing & Training (FL)

Equitable Advisors; Fort Lauderdale, Northern (FL, KY); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Biweekly pay

Comprehensive benefits package

401(k) with matching

Employee Stock Purchase Plan (ESPP)

FINRA licensing sponsorship and培训

Job summary

Equitable Advisors is seeking an Entry Level – Financial Advisor in Ft Lauderdale, FL. You will engage clients, develop personalized financial strategies, and discuss suitable products and services. An in-office role with a structured path to wealth management is offered.

Required are a Bachelor's degree and licenses (Life & Health, SIE, Series 7, 66). The program includes FINRA sponsorship, training, and mentorship to help you grow toward CFP® or related credentials.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements include Life & Health, SIE, Series 7 and 66.
• Strong communication and interpersonal abilities.
• Entrepreneurial mindset with a drive to help clients.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies aligned with clients' objectives and risk tolerance.
• Consult on financial products and services suited to clients' needs.

Skills

Bachelor's degree

Licensing: Life & Health, SIE, Series

Communication skills

Entrepreneurial mindset

Team collaboration

Work authorization in US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking an Entry Level – Financial Advisor in Ft Lauderdale, FL. You will engage clients, develop personalized financial strategies, and discuss suitable products and services. An in-office role with a structured path to wealth management is offered.

Required are a Bachelor's degree and licenses (Life & Health, SIE, Series 7, 66). The program includes FINRA sponsorship, training, and mentorship to help you grow toward CFP® or related credentials.