Entry-Level Financial Coach: Mentorship & Licensing

Equitable Advisors; Philadelphia (Philadelphia County); On-site; USD 50,000 - 70,000; Full time

Job summary

Equitable Advisors in the United States seeks motivated early-career professionals to join a relationship-driven wealth management program. You will grow your skills through comprehensive training, licensing sponsorship, and mentorship while building meaningful client relationships.

The Credentialed Holistic Financial Coach track blends traditional financial planning with coaching techniques, empowering you to guide clients toward their best lives with support from experienced professionals and

Qualifications

• Bachelor’s degree or equivalent in any field.
• State Life and Health License or willingness to obtain.
• FINRA Series 7 and 66 or willingness to obtain with company sponsorship.
• 1–2 years of industry experience with a focus on client relationships.

Skills

Relationship building

Client communication

Prospecting / business development

Education

Bachelor’s degree or equivalent skills

State Life and Health License (or willingness to obtain)

FINRA Series 7 and 66 (or willingness to obtain with company sponsorship)

Job description

Equitable Advisors in the United States seeks motivated early-career professionals to join a relationship-driven wealth management program. You will grow your skills through comprehensive training, licensing sponsorship, and mentorship while building meaningful client relationships.

The Credentialed Holistic Financial Coach track blends traditional financial planning with coaching techniques, empowering you to guide clients toward their best lives with support from experienced professionals and