Entry-Level Financial Planner — Wealth Management Growth

Equitable Advisors; Fort Myers (FL); Hybrid; USD 21,600 - 26,400; Full time

Benefits offered by this job

Comprehensive benefits programs

401(k)

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive Program (TRIP)

Job summary

A leader in wealth management is seeking an entry-level financial professional located in Fort Myers, Florida. This position offers a flexible schedule, mentorship opportunities, and the chance to earn commissions on top of a $24,000 base salary. Applicants must hold a bachelor's degree and be authorized to work in the United States. Training includes comprehensive development programs and sponsorship for required licenses.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products.
• Analyze and organize client data.

Skills

Client Engagement

Communication Skills

Entrepreneurial spirit

Collaboration

Education

Bachelor's degree or equivalent experience

Job description

A leader in wealth management is seeking an entry-level financial professional located in Fort Myers, Florida. This position offers a flexible schedule, mentorship opportunities, and the chance to earn commissions on top of a $24,000 base salary. Applicants must hold a bachelor's degree and be authorized to work in the United States. Training includes comprehensive development programs and sponsorship for required licenses.