Entry-Level Financial Advisor: Licensing & Mentorship

Equitable Advisors; United States; Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

FINRA sponsorship

PEP training

Virtual University

Mentorship

Coaching

Leadership development

Professional growth

Job summary

Equitable Advisors seeks entry-level Financial Advisors in New Jersey (Secaucus) to build client relationships, understand financial objectives, and recommend tailored strategies. The role provides initial FINRA licensing sponsorship and structured on-the-job training.

An in-office presence is required, with a focus on mentorship and professional growth within a supportive environment. Ideal candidates hold a bachelor's degree or equivalent, have licensing eligibility (SIE, Series 7, 66, Life &

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements include State Life & Health, SIE, Series 7, Series 66.
• 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

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

Skills

Communication skills

Entrepreneurial mindset

Self-confidence

Collaboration

Work authorization US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks entry-level Financial Advisors in New Jersey (Secaucus) to build client relationships, understand financial objectives, and recommend tailored strategies. The role provides initial FINRA licensing sponsorship and structured on-the-job training.

An in-office presence is required, with a focus on mentorship and professional growth within a supportive environment. Ideal candidates hold a bachelor's degree or equivalent, have licensing eligibility (SIE, Series 7, 66, Life &