Entry-Level Financial Advisor: Training & Licensing

Equitable Advisors; Bala Cynwyd (PA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

FINRA sponsorship

PEP training

Biweekly pay

Commissions & bonus

Health, dental & vision

Job summary

Equitable Advisors is seeking an Entry Level – Financial Advisor in PA (Erie). You will build client relationships, develop personalized financial strategies, and discuss suitable products and services.

The role emphasizes in-office collaboration, training, and licensing through FINRA sponsorship, with a focus on mentorship and professional growth. The position offers a structured path to wealth management, including biweekly pay, commissions/bonuses, and comprehensive benefits.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong interpersonal and communication abilities.
• Values-driven with a track record of success.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies aligned with clients' objectives and risk tolerance.
• Consult on financial products and services tailored to clients' situations.
• Collaborate with mentors and leaders during training and licensing.
• Engage in ongoing professional development through FINRA sponsorship.

Skills

Client engagement

Communication skills

Networking

Entrepreneurial mindset

Team collaboration

Education

Bachelor's degree

Licensing prerequisites

Job description

Equitable Advisors is seeking an Entry Level – Financial Advisor in PA (Erie). You will build client relationships, develop personalized financial strategies, and discuss suitable products and services.

The role emphasizes in-office collaboration, training, and licensing through FINRA sponsorship, with a focus on mentorship and professional growth. The position offers a structured path to wealth management, including biweekly pay, commissions/bonuses, and comprehensive benefits.