Entry-Level Financial Planner

Equitable Advisors; Ocala (FL); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Licensing sponsorship

Biweekly pay

Comprehensive benefits

TRIP transportation reimbursement

Job summary

Equitable Advisors invites motivated early-career professionals to join our wealth management and leadership development program in Ocala, Florida. This role focuses on guiding clients, building relationships, and gaining licenses with company sponsorship.

We provide mentorship, hands-on training, and access to a credentialed Holistic Financial Coach track developed with Columbia University's Coaching Center.

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).

Education

Bachelor's degree or equivalent skills

State Life and Health License

FINRA Series 7 and 66

Job description

Career Opportunity at Equitable Advisors

Are you ready to take the next step in your wealth management career? Join Equitable Advisors in a dynamic, relationship-driven role that empowers you to guide individuals and families toward impactful financial decisions. At Equitable Advisors, we cultivate a culture of collaboration and connection, empowering you to grow both personally and professionally. We're on a mission to hire top performing, competitive, collaborative, like-minded individuals into our financial advisor leadership development program. Together, we create impactful work that drives meaningful change and builds a strong sense of community.

Why Choose Equitable Advisors?

We understand the importance of building your career early in the wealth management industry. Here's how we support your success:

• Flexibility and Work-Life Balance: Shape your career path on your terms with a company that values work-life harmony.
• Mentorship and Collaboration: Work alongside experienced professionals who are committed to helping you grow and succeed.
• Personal and Professional Growth: Maximize your potential by leveraging your unique talents to make a difference in the lives of others.
• Leadership Development Track: Carve your path on your terms through our Leadership Development School.

Elevate your career with our exclusive Credentialed Holistic Financial Coach program. Developed in collaboration with Columbia University's Coaching Center of Excellence, this research- based program is available only to Equitable Advisors' financial professionals. It combines traditional financial planning with advanced coaching techniques, equipping you to lead clients toward their best lives through insightful, purpose-driven financial plans.

What We're Looking For

We're seeking motivated individuals with early-career experience in the wealth management industry who are ready to grow their skills and make an impact.

Ideal Candidate Profile

• 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)

Comprehensive Training and Support

We know starting your career in wealth management can be challenging. That's why we provide:

• Licensing Sponsorship: We'll sponsor your required FINRA licensing and offer an optional sign-on payment based on how quickly you complete the company-sponsored licenses.
• Skill Development: Gain expertise in client relationship management, product knowledge, market development, and cutting-edge remote-work technology.
• Advanced Learning Opportunities: Participate in local and national development programs, hands-on joint-work experiences, and mentorship from seasoned professionals.

We offer a competitive total compensation package designed to support your career growth and financial stability:

• Biweekly stable pay, commissions and revenue and bonus for eligible financial professionals
• Comprehensive benefits for eligible financial professionals, including health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP), subject to applicable program terms.

Our Mission

At Equitable Advisors, we are committed to understanding the needs, goals, and aspirations of our clients. We deliver exceptional customer experiences and build long-lasting relationships grounded in trust, guidance, and technology, crafting personalized financial strategies.

Join us to become the best version of yourself while guiding your clients on a journey to a fulfilled life.

The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP's receipt of a certificate of completion of the Holistic Financial Coach Program.

Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN). Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI & TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.M/F/D/V. GE- 8402760.1(9/25)(Exp.9/29)