Entry-Level Financial Advisor — Training, Mentorship & Growth

Equitable; Saddle Brook (NJ); On-site; USD 32,000 - 125,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan

Employee Stock Purchase Plan (ESPP)

Training and mentorship opportunities

Job summary

A leading financial services firm in New Jersey is looking for an Entry Level Financial Advisor. In this role, you will build and manage client relationships, develop personalized financial strategies, and consult on financial products. You must have a Bachelor's degree or equivalent, and hold necessary licenses such as State Life & Health, SIE, Series 7, and Series 66. This position offers a flexible schedule, stability during your first two years, and the opportunity to make a significant impact in clients' financial lives.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Must hold State Life & Health, SIE, Series 7, Series 66 licenses.
• Excellent interpersonal and communication abilities.

Responsibilities

• Build and nurture client relationships through networking.
• Develop personalized financial strategies for clients.
• Consult on financial products tailored to client needs.

Skills

Interpersonal communication

Entrepreneurial mindset

Client relationship management

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

Job description

A leading financial services firm in New Jersey is looking for an Entry Level Financial Advisor. In this role, you will build and manage client relationships, develop personalized financial strategies, and consult on financial products. You must have a Bachelor's degree or equivalent, and hold necessary licenses such as State Life & Health, SIE, Series 7, and Series 66. This position offers a flexible schedule, stability during your first two years, and the opportunity to make a significant impact in clients' financial lives.