Entry-Level Financial Advisor: Launch Your Wealth Career

Equitable Advisors; Cincinnati (OH); On-site; USD 24,795 - 30,305; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Health, dental and vision benefits

401(k) and ESPP

Disability and life insurance

Transportation Reimbursement Incentive Program

Job summary

A financial services firm is seeking an Entry Level – Financial Advisor to join its team in various locations including Cleveland, Columbus, and Cincinnati. The role involves building client relationships, developing financial strategies, and offering tailored product consultations. Candidates must have a Bachelor's degree or equivalent experience and relevant licensing. The position offers comprehensive training, a stable pay structure, and opportunities for professional growth. The firm values diversity, inclusivity, and community engagement.

Qualifications

• Must have a Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships.
• Understand clients' financial objectives.
• Discuss financial products tailored to clients.
• Participate in networking events.
• Engage in ongoing training and mentorship.

Skills

Interpersonal communication

Networking

Financial literacy

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent experience

Job description

A financial services firm is seeking an Entry Level – Financial Advisor to join its team in various locations including Cleveland, Columbus, and Cincinnati. The role involves building client relationships, developing financial strategies, and offering tailored product consultations. Candidates must have a Bachelor's degree or equivalent experience and relevant licensing. The position offers comprehensive training, a stable pay structure, and opportunities for professional growth. The firm values diversity, inclusivity, and community engagement.