Entry-Level Financial Advisor — Licensing & Mentorship

Equitable Advisors; Fort Lauderdale (FL); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Health insurance

401(k)

ESPP

Disability insurance

Life insurance

Transportation reimbursement

Job summary

Equitable Advisors in Fort Lauderdale invites an entry level Financial Advisor to start a career path toward wealth management through licensing and training. You'll build client relationships, assess goals, and develop personalized strategies in an in-office setting.

The program includes FINRA sponsorship, a 120-day training, and mentorship; biweekly pay, potential for commissions, and comprehensive benefits, with opportunities for CFP/ChFC designations.

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.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• Location: In-office presence required.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Collaboration

Work authorization

SIE

Series 7

Series 66

Life & Health

Education

Bachelor's degree

Job description

Equitable Advisors in Fort Lauderdale invites an entry level Financial Advisor to start a career path toward wealth management through licensing and training. You'll build client relationships, assess goals, and develop personalized strategies in an in-office setting.

The program includes FINRA sponsorship, a 120-day training, and mentorship; biweekly pay, potential for commissions, and comprehensive benefits, with opportunities for CFP/ChFC designations.