Entry-Level Financial Planner — Leadership Development Track

Equitable Advisors; Tallahassee (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Licensing sponsorship

Competitive compensation

Health & retirement benefits

Transportation reimbursement

Job summary

Equitable Advisors is seeking motivated early-career individuals for a wealth management leadership development pathway in Tallahassee, FL. The program blends financial planning with coaching to guide clients toward their best life and future growth.

The role emphasizes licensing sponsorship, collaboration with mentors, and hands-on learning across client relationships, market development, and remote-work tools.

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 sponsorship).

Responsibilities

• Engage clients to provide wealth guidance and relationship management.
• Participate in licensing sponsorship and company-supported training.
• Develop product knowledge, market development, and remote-work capabilities.

Skills

Client Relations

Product Knowledge

Market Development

Remote Tools

Education

Bachelor's degree or equivalent

State Life & Health License (or willingness)

FINRA Series 7 & 66 (or willingness)

Job description

Equitable Advisors is seeking motivated early-career individuals for a wealth management leadership development pathway in Tallahassee, FL. The program blends financial planning with coaching to guide clients toward their best life and future growth.

The role emphasizes licensing sponsorship, collaboration with mentors, and hands-on learning across client relationships, market development, and remote-work tools.