Entry-Level Financial Advisor: Training, Licensing & Growth

Equitable Advisors; Port Reading (NJ); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day PEP training

Virtual University

Mentorship

Leadership Development School

Biweekly stable pay (first 24 months)

Job summary

Equitable Advisors in Woodbridge, NJ is seeking an Entry Level – Financial Advisor to build client relationships, develop financial strategies, and consult on products. In-office presence is required, with a structured training path and licensing support.

The role offers a pathway to becoming a wealth manager, with FINRA sponsorship, a 120-day hands-on PEP, virtual university, mentorship, and biweekly pay during the initial period, plus opportunities for growth and credentials.

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 with self-confidence.
• Entrepreneurial mindset and a drive to help clients achieve financial goals.
• Authorized to work in the United States.

Responsibilities

• Engage with clients, build relationships, and track progress.
• Develop financial strategies based on client objectives and risk tolerance.
• Consult on financial products and services tailored to clients' needs.

Skills

Relationship building

Networking

Communication

Entrepreneurial mindset

Team collaboration

Work authorization in US

Education

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors in Woodbridge, NJ is seeking an Entry Level – Financial Advisor to build client relationships, develop financial strategies, and consult on products. In-office presence is required, with a structured training path and licensing support.

The role offers a pathway to becoming a wealth manager, with FINRA sponsorship, a 120-day hands-on PEP, virtual university, mentorship, and biweekly pay during the initial period, plus opportunities for growth and credentials.