Entry-Level Financial Advisor: Training & Licensing Path

equitable; Atlanta (GA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

Job summary

Equitable Advisors is seeking a results-driven Wealth Manager in the United States who will build and nurture client relationships, manage portfolios, and develop personalized financial strategies. This role emphasizes licensed guidance and ongoing professional growth through formal FINRA licensing programs.

In-office engagement is required, with a flexible schedule that supports work-life balance. The path includes mentorship, access to Virtual University, and opportunities to pursue CFP/ChFC

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with a desire to help others.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required and collaboration with top performers.
• Maintain work-life balance with a flexible schedule.

Skills

Education

Licensing

Personal Attributes

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Tools

FINRA Sponsorship

Job description

Equitable Advisors is seeking a results-driven Wealth Manager in the United States who will build and nurture client relationships, manage portfolios, and develop personalized financial strategies. This role emphasizes licensed guidance and ongoing professional growth through formal FINRA licensing programs.

In-office engagement is required, with a flexible schedule that supports work-life balance. The path includes mentorship, access to Virtual University, and opportunities to pursue CFP/ChFC