Entry-Level Financial Planner — Training & Growth

Equitable Advisors; New York, Northern (NY, KY); Hybrid; USD 35,000 - 70,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Stable Pay (first 24 months)

Commissions & Bonus

Benefits eligibility (health, dental,

Job summary

Equitable Advisors is seeking an entry-level Financial Planner in New York, NY. This in-office role focuses on building client relationships, developing personalized financial strategies, and consulting on products and services.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and ongoing mentorship to support professional growth. Successful candidates will pursue CFP, ChFC, or related designations while earning stable pay during the early period, with commissions and

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66 is required.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' needs.

Skills

Communication Skills

Interpersonal Skills

Self-Confidence

Entrepreneurial Mindset

Collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking an entry-level Financial Planner in New York, NY. This in-office role focuses on building client relationships, developing personalized financial strategies, and consulting on products and services.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and ongoing mentorship to support professional growth. Successful candidates will pursue CFP, ChFC, or related designations while earning stable pay during the early period, with commissions and