Entry-Level Financial Advisor: Training & Licensing Path

Equitable Advisors; Port Reading (NJ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health, dental and vision

401(k); ESPP

Disability and life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking an Entry Level Financial Advisor in Woodbridge, NJ. The role requires in-office presence and the opportunity to build client relationships, develop financial strategies, and discuss suitable products and services.

Ideal candidates have a Bachelor's degree or equivalent experience and hold or are pursuing FINRA licenses (SIE, Series 7, Series 66) with a strong client-focused mindset and collaborative spirit.

Qualifications

• Bachelor's degree or equivalent skills and work experience is required.
• Licensing: State Life & Health, SIE, Series 7 and Series 66 are required or pursued.
• Strong interpersonal and communication abilities with self-confidence.
• Must be authorized to work in the United States.

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' situations.

Skills

Communication Skills

Client Engagement

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health

SIE

Series 7

Series 66

Job description

Equitable Advisors is seeking an Entry Level Financial Advisor in Woodbridge, NJ. The role requires in-office presence and the opportunity to build client relationships, develop financial strategies, and discuss suitable products and services.

Ideal candidates have a Bachelor's degree or equivalent experience and hold or are pursuing FINRA licenses (SIE, Series 7, Series 66) with a strong client-focused mindset and collaborative spirit.