Entry-Level Financial Advisor: Training & Growth Path

Equitable Advisors; Cleveland (OH); On-site; USD 24,795 - 30,305; Full time

Benefits offered by this job

Stable pay for up to the first 24 months

Comprehensive benefits including health, dental, and 401(k)

Sign-on payment eligibility

Access to continuous learning opportunities

Job summary

A financial services firm is seeking an Entry Level Financial Advisor in Cleveland, OH. Responsibilities include building client relationships and developing personalized financial strategies. Applicants should possess a bachelor's degree and be authorized to work in the U.S. This role offers a structured training program, stable pay, and opportunities for mentorship. The firm values social impact and community engagement, providing a work culture that promotes wellness and professional growth.

Qualifications

• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities.
• Values-driven with a track record of success.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives to devise personalized strategies.
• Discuss tailored financial products and services.

Skills

Communication Skills

Entrepreneurial Mindset

Client Relationship Management

Collaboration

Education

Bachelor’s degree or equivalent work experience

Tools

FINRA Licensing (SIE, Series 7, Series 66)

Job description

A financial services firm is seeking an Entry Level Financial Advisor in Cleveland, OH. Responsibilities include building client relationships and developing personalized financial strategies. Applicants should possess a bachelor's degree and be authorized to work in the U.S. This role offers a structured training program, stable pay, and opportunities for mentorship. The firm values social impact and community engagement, providing a work culture that promotes wellness and professional growth.