Entry-Level Financial Advisor: Licensing & Growth Path

Equitable Advisors

Atlanta (GA)

On-site

USD 42,000 - 65,000

Full time

14 days+
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Benefits offered by this job

Comprehensive benefits programs
Flexible schedule
Leadership development opportunities

Job summary

A leading financial services firm in Atlanta is seeking an Entry Level Financial Advisor to help clients achieve financial wellness through tailored strategies and engagement. You will receive comprehensive training, mentoring, and support to guide your career in wealth management. Ideal candidates possess a bachelor's degree and strong interpersonal skills, with an entrepreneurial mindset. This full-time role offers a structured path towards becoming a licensed financial professional, contributing positively to clients' lives.

Qualifications

  • Must be authorized to work in the United States.
  • Strong self-confidence with a track record of success.
  • Willingness to pursue continuous learning and professional growth.

Responsibilities

  • Engage with clients to build and nurture relationships.
  • Develop personalized financial strategies based on client objectives.
  • Consult on financial products tailored to clients' needs.

Skills

Values-driven mindset
Excellent interpersonal and communication skills
Entrepreneurial spirit
Ability to collaborate with others

Education

Bachelor's degree or equivalent work experience

Tools

State Life & Health license
SIE
Series 7
Series 66

Job description

A leading financial services firm in Atlanta is seeking an Entry Level Financial Advisor to help clients achieve financial wellness through tailored strategies and engagement. You will receive comprehensive training, mentoring, and support to guide your career in wealth management. Ideal candidates possess a bachelor's degree and strong interpersonal skills, with an entrepreneurial mindset. This full-time role offers a structured path towards becoming a licensed financial professional, contributing positively to clients' lives.
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