Entry-Level Financial Advisor: Mentorship & Growth Path

Equitable Advisors; Port Reading (NJ); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

CFP/ChFC prep

Sign-On bonus eligibility

Stable pay

Job summary

Equitable Advisors in the United States seeks a motivated wealth professional to develop client relationships, manage portfolios, and drive financial wellness. This role emphasizes networking, personalized guidance, and ongoing progress tracking within an in-office setting.

You will navigate licensing pathways (State Life & Health, SIE, Series 7, Series 66) with support from FINRA sponsorship, participate in a structured training program, and grow toward advanced wealth management

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with a desire to positively impact others.
• Authorized to work in the United States.

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Entrepreneurial mindset

Team collaboration

US work authorization

Education

Bachelor's degree or equivalent

FINRA licenses: Series 7, Series 66, SIE, State Life & Health

Job description

Equitable Advisors in the United States seeks a motivated wealth professional to develop client relationships, manage portfolios, and drive financial wellness. This role emphasizes networking, personalized guidance, and ongoing progress tracking within an in-office setting.

You will navigate licensing pathways (State Life & Health, SIE, Series 7, Series 66) with support from FINRA sponsorship, participate in a structured training program, and grow toward advanced wealth management