Entry Level – Financial Advisor - PA, Erie (2457)

Equitable Advisors; Erie (Erie County); On-site; USD 42,000 - 62,000; Part time

Benefits offered by this job

Comprehensive benefits including health, dental, and vision

401(k) and Employee Stock Purchase Plan

Flexible schedule

Transportation Reimbursement Incentive

Job summary

A financial advisory firm in Erie, PA is seeking an Entry Level Financial Advisor. The role focuses on building client relationships, developing personalized financial strategies, and consulting on financial products. Ideal candidates hold a bachelor's degree and have strong communication skills. The firm offers extensive training, including FINRA sponsorship, and promotes a supportive culture for professional growth. This is a part-time position requiring in-office presence.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Must possess State Life & Health, SIE, Series 7, Series 66 licenses.
• Values-driven with a track record of success and accomplishments.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.
• Willingness to collaborate with top performers.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking.
• Understand clients' financial objectives and offer personalized strategies.
• Discuss financial products and services tailored to clients.
• In-office presence is required.
• Maintain a flexible schedule to maximize productivity and personal time.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Collaboration

Entrepreneurial Mindset

Client Focus

Education

Bachelor's degree or equivalent experience

Tools

FINRA Licensing

Job description

Entry Level – Financial Advisor - PA, Erie (2457)

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Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring 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.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills & Experience

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: values-driven with a track record of success and accomplishment.
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: ability to work with and learn from top performers.
• Work Authorization: must be authorized to work in the United States.

Training & Development

• FINRA Sponsorship: provided for required FINRA licensing.
• Preliminary Employment Period (PEP): comprehensive 120-day hands‑on training.
• Virtual University: access to Equitable Advisors' Virtual University for continuous learning.
• Mentorship: opportunities for joint work and mentorship.
• Personalized Coaching: benefit from the training and guidance of a local Vice President throughout your journey.
• Leadership Development: access to Leadership Development School for those with management ambition.
• Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.

Compensation & Benefits

• Sign‑On Payment: based on the time it takes you to complete the company-sponsored required FINRA licenses and registrations and enter PEP.
• Stable Pay: biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management.
• Commissions and Bonus: in addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
• Benefits: comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life Insurance, and Transportation Reimbursement Incentive Program (TRIP).

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like “1,000 Hours of Giving Back,” sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Primary Location

UNITED STATES-PA-Bala Cynwyd

Other Locations

UNITED STATES-PA-Erie

Organization

Equitable Advisors

Seniority level

• Entry level

Employment type

• Part-time

Job function

• Finance and Sales

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