Entry-Level Financial Advisor - Licensing & Growth

Equitable Advisors; Ponce (PR); On-site; USD 35,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Program (

Job summary

Equitable Advisors in Puerto Rico is seeking an entry-level Financial Advisor to build client relationships, develop financial strategies, and discuss products and services in an in-office role in San Juan.

You will work with FINRA licensing sponsorship, receive hands-on training, mentorship from leadership, and opportunities to pursue professional designations while earning stable pay, commissions, and eligible benefits.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Puerto Rico is seeking an entry-level Financial Advisor to build client relationships, develop financial strategies, and discuss products and services in an in-office role in San Juan.

You will work with FINRA licensing sponsorship, receive hands-on training, mentorship from leadership, and opportunities to pursue professional designations while earning stable pay, commissions, and eligible benefits.