Entry-Level Financial Advisor: Licensing & Mentorship Path

Equitable Advisors; Franklin (TN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

FINRA Sponsorship

Stable Pay

Commissions & Bonus

Health, Dental & Vision

401(k)

ESPP

Disability Insurance

Life Insurance

TRIP Transportation Reimbursement

Job summary

Equitable Advisors in Franklin, TN is seeking an Entry Level Financial Advisor to begin a rewarding career in wealth management. You will engage clients, build relationships, and develop financial strategies under licensing sponsorship.

In this in-office role, you will gain hands-on training, mentorship, and a path to professional designations while earning a stable base pay plus commissions and bonuses.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing, SIE, Series 7, Series 66 required.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others' lives.
• Ability to collaborate with 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, ensuring consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' objectives and risk tolerance to devise personalized strategies with clear recommendations.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

Client Engagement

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Relationship Building

Education

Bachelor's Degree or Equivalent

State Life & Health Licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors in Franklin, TN is seeking an Entry Level Financial Advisor to begin a rewarding career in wealth management. You will engage clients, build relationships, and develop financial strategies under licensing sponsorship.

In this in-office role, you will gain hands-on training, mentorship, and a path to professional designations while earning a stable base pay plus commissions and bonuses.