Entry-Level Financial Planner — Leadership Path & Licensing

Energy Jobline ZR; Ocala (FL); Presencial; USD 55.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Biweekly pay

Comprehensive benefits

Descripción de la vacante

Equitable Advisors is seeking early-career wealth management professionals for a leadership development program. The role focuses on guiding individuals toward impactful financial decisions, with mentorship and collaborative growth opportunities.

The program offers licensing sponsorship, skill development, and remote-work capabilities to help you advance in wealth management and leadership roles within a supportive community.

Formación

• Bachelor's degree or equivalent.
• State Life and Health License (or willingness to obtain).
• FINRA Series 7 and 66 (or willingness to obtain with sponsorship).

Responsabilidades

• Participate in licensing sponsorship and training programs.
• Develop client relationships and provide financial guidance.
• Leverage remote-work tools and collaboration in a relationship-driven role.

Conocimientos

Client relationship management

Remote-work technology

Educación

Bachelor's degree or equivalent

State Life and Health License (or willingness)

FINRA Series 7 & 66 (or willingness)

Descripción del empleo

Equitable Advisors is seeking early-career wealth management professionals for a leadership development program. The role focuses on guiding individuals toward impactful financial decisions, with mentorship and collaborative growth opportunities.

The program offers licensing sponsorship, skill development, and remote-work capabilities to help you advance in wealth management and leadership roles within a supportive community.