Entry-Level Financial Advisor: Training & Mentorship

Equitable Advisors; Lynchburg (VA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health, Dental and Vision insurance

401(k) plan

Employee Stock Purchase Plan (ESPP)

Disability and Life insurance

Transportation Reimbursement Incentive Program (TRIP)

Job summary

A leading financial services firm in Virginia seeks motivated candidates to help individuals achieve their financial goals. This role involves building client relationships, developing personalized financial strategies, and discussing tailored financial products. Candidates must have a bachelor's degree and strong communication skills. The firm provides extensive training, including FINRA sponsorship and mentorship. Benefits include health insurance, a 401(k) plan, and commission opportunities. In-office presence is required for this position.

Qualifications

• Strong self-confidence and excellent interpersonal communication abilities.
• Willingness to work with and learn from top performers.
• Ability to build and nurture relationships through networking.

Responsibilities

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

Skills

Communication Skills

Collaboration

Values-driven mindset

Entrepreneurial spirit

Education

Bachelor's degree or equivalent

Job description

A leading financial services firm in Virginia seeks motivated candidates to help individuals achieve their financial goals. This role involves building client relationships, developing personalized financial strategies, and discussing tailored financial products. Candidates must have a bachelor's degree and strong communication skills. The firm provides extensive training, including FINRA sponsorship and mentorship. Benefits include health insurance, a 401(k) plan, and commission opportunities. In-office presence is required for this position.