Entry-Level Financial Advisor: Licensing & Mentorship

Equitable Advisors; Erie (Erie County); On-site; USD 42,000 - 62,000; Part time

Benefits offered by this job

Comprehensive benefits including health, dental, and vision

401(k) and Employee Stock Purchase Plan

Flexible schedule

Job summary

A financial advisory firm in Erie, PA is seeking an Entry Level Financial Advisor. The role focuses on building client relationships, developing personalized financial strategies, and consulting on financial products. Ideal candidates hold a bachelor's degree and have strong communication skills. The firm offers extensive training, including FINRA sponsorship, and promotes a supportive culture for professional growth. This is a part-time position requiring in-office presence.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Must possess State Life & Health, SIE, Series 7, Series 66 licenses.

Responsibilities

• Build and nurture client relationships through networking.
• Understand clients' financial objectives and offer personalized strategies.
• Discuss financial products and services tailored to clients.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Collaboration

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent experience

Tools

FINRA Licensing

Job description

A financial advisory firm in Erie, PA is seeking an Entry Level Financial Advisor. The role focuses on building client relationships, developing personalized financial strategies, and consulting on financial products. Ideal candidates hold a bachelor's degree and have strong communication skills. The firm offers extensive training, including FINRA sponsorship, and promotes a supportive culture for professional growth. This is a part-time position requiring in-office presence.