Entry-Level Financial Advisor: Licensing & Mentorship

Equitable Advisors; Honolulu (HI); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Sign-on bonus

Stable pay

Commissions & bonus

Benefits package

ESPP

TRIP

Job summary

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.

Responsibilities

• 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.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Team collaboration

Work authorization

Education

Bachelor's degree or higher

Tools

FINRA licensing requirements

Job description

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.