Entry-Level Financial Advisor - Leadership Track

Equitable Advisors; Ocala (FL); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Licensing Sponsorship

Skill Development

Advanced Learning Opportunities

Biweekly pay and bonuses

Comprehensive benefits

Job summary

Equitable Advisors seeks motivated individuals for a wealth management leadership development program. You will guide clients toward impactful financial decisions, building relationships and growing professionally through mentorship and training.

Participants engage in licensing sponsorship, client relationship management, and ongoing learning across local and national programs, with a path toward leadership roles in wealth management.

Qualifications

• Bachelor's degree or equivalent skills required.
• Willingness to obtain Life/Health license and FINRA licenses with company sponsorship.
• Strong client relationship and sales skills for wealth management context.

Responsibilities

• Support and guide clients in wealth management decisions.
• Develop personalized financial plans and investment strategies.
• Engage in relationship-building activities with individuals and families.
• Participate in leadership development and ongoing training programs.

Skills

Client relationship management

Professional communication

Sales/consultative selling

Education

Bachelor's degree or equivalent

Tools

FINRA Series 7 & 66 licensing

State Life and Health License

Job description

Equitable Advisors seeks motivated individuals for a wealth management leadership development program. You will guide clients toward impactful financial decisions, building relationships and growing professionally through mentorship and training.

Participants engage in licensing sponsorship, client relationship management, and ongoing learning across local and national programs, with a path toward leadership roles in wealth management.