Entry-Level Wealth Manager: FINRA Sponsorship & Training

Equitable Advisors; Boston (MA); On-site; USD 52,000 - 84,000; Full time

Benefits offered by this job

FINRA licensing sponsorship

120-day PEP training

Virtual University access

Mentorship program

Leadership development

Career growth (CFP/ChFC)

Job summary

Equitable Advisors is seeking energetic financial professionals to build and nurture client relationships while developing tailored financial strategies. The role emphasizes licensing, FINRA sponsorship, and ongoing professional growth through Equitable's programs.

You will work in-office, collaborate with top performers, and benefit from structured training, mentorship, and a clear path to wealth management careers within the Equitable network.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• FINRA Sponsorship provided for required licensing.
• Preliminary Employment Period (PEP): 120-day hands-on training.
• Virtual University access for continuous learning and mentorship.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and clear recommendations.
• Discuss financial products and services tailored to clients' unique situations.
• Maintain an in-office presence to support client interactions and business development.

Skills

Client engagement

Financial strategy development

Communication skills

Collaboration

Entrepreneurial mindset

Education

Bachelor's degree

Licensing: Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking energetic financial professionals to build and nurture client relationships while developing tailored financial strategies. The role emphasizes licensing, FINRA sponsorship, and ongoing professional growth through Equitable's programs.

You will work in-office, collaborate with top performers, and benefit from structured training, mentorship, and a clear path to wealth management careers within the Equitable network.