Entry-Level Financial Coach — Remote Growth Path

Equitable Advisors; Gainesville (FL); On-site; USD 60,000 - 98,000; Full time

Benefits offered by this job

Licensing sponsorship

Comprehensive benefits

Biweekly pay with commissions

Job summary

Equitable Advisors is seeking motivated individuals for its wealth management leadership development program. The role focuses on guiding individuals and families toward informed financial decisions, with a strong emphasis on mentorship and collaborative growth within a relationship-driven environment.

You will engage in comprehensive training, obtain necessary FINRA licenses, and develop client relationship management skills through hands-on joint-work experiences and local/national development

Qualifications

• 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).

Responsibilities

• Participate in wealth management training and development.
• Support clients with financial planning and investment guidance.
• Build relationships and contribute to leadership development track.

Skills

State Life and Health License

FINRA Series 7 & 66

Bachelor’s degree or equivalent

Education

Bachelor’s degree or equivalent

Job description

Equitable Advisors is seeking motivated individuals for its wealth management leadership development program. The role focuses on guiding individuals and families toward informed financial decisions, with a strong emphasis on mentorship and collaborative growth within a relationship-driven environment.

You will engage in comprehensive training, obtain necessary FINRA licenses, and develop client relationship management skills through hands-on joint-work experiences and local/national development