Entry-Level Financial Advisor: Licensing & Mentorship

Equitable Advisors; Honolulu (HI); Sur place; USD 50 000 - 90 000; Plein temps

Avantages offerts par ce poste

Sign-on bonus

Stable pay

Commissions & bonus

Benefits package

ESPP

TRIP

Résumé du poste

Equitable Advisors is seeking professionals to build client relationships and design personalized financial plans. You will engage clients, understand their goals, and guide investment strategies within FINRA licensing frameworks.

The role emphasizes in-office collaboration, ongoing training, and opportunities to pursue CFP/ChFC designations while growing in wealth-management services.

Qualifications

• Bachelor's degree or equivalent experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success.
• Excellent interpersonal and communication skills.
• Entrepreneurial mindset focused on helping others.
• Team-oriented with ability to learn from top performers.
• Authorized to work in the United States.

Responsabilités

• Build and nurture client relationships through networking and portfolio management.
• Develop financial strategies aligned with client objectives and risk tolerance.
• Discuss and recommend financial products and services.
• Maintain in-office presence as required.

Connaissances

Client engagement

Communication skills

Entrepreneurial mindset

Team collaboration

Work authorization

Formation

Bachelor's degree or higher

Outils

FINRA licensing requirements

Description du poste

Equitable Advisors is seeking professionals to build client relationships and design personalized financial plans. You will engage clients, understand their goals, and guide investment strategies within FINRA licensing frameworks.

The role emphasizes in-office collaboration, ongoing training, and opportunities to pursue CFP/ChFC designations while growing in wealth-management services.