Financial Advisor NYC (Sales) (Training Provided)

Jones Financial (edward Jones); Atlanta (GA); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Training and licensing sponsorship

Comprehensive benefits package

Advancement opportunities within 2 yrs

Job summary

Equitable Advisors is seeking an entry‑level or career‑changing candidate to build a personal book of business through training programs. No prior finance experience is required, with licensing support provided. The role emphasizes sales growth and relationship building with clients, offering a path to advisory leadership.

Applicants should have a sales mindset and be highly motivated, with opportunities for advancement and professional designations along the way.

Qualifications

• Finance experience not necessary – training provided.
• Ability to obtain SIE, S66, S7, and LAH within 5 months.

Responsibilities

• Build client base.
• Acquire new clients on an ongoing basis.
• Contact clients periodically to determine changes in their financial status.
• Provide knowledgeable, customized financial guidance.
• Sell financial advice such as investments, retirement planning, estate planning, etc.

Skills

Strong communication

Sales/marketing interests

Entrepreneurship mindset

Self-starter

Education

Four-year college degree

Job description

About Equitable

Equitable is a fortune 500 global financial services company that is committed to helping their clients secure their financial freedom! Equitable focuses on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients.

Location

New York City

Career Description

• Build client base
• Acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Provide knowledgeable, customized financial guidance
• Sell financial advice such as investments, retirement planning, estate planning, etc.
• Finance experience not necessary
• Applicant should have an interest in sales and "winning" assets
• Advisors build their book of business from the ground up with help from our training programs; this involves mostly sales in the beginning and requires a sales and entrepreneurial mindset

Qualifications

• Entry‑Level or Career Change
• Finance experience not necessary – We have training programs!
• Ability to obtain SIE, S66, S7, and LAH within 5 months (Training provided)

Skills

• Strong communication skills
• Sales/marketing/business/entrepreneurship interest
• A four‑year college degree (preferred but not required)
• Results‑driven, highly motivated, self‑starter

Future Career Paths

Equitable has unmatched training programs. Some of the leaders on the team have education backgrounds and are committed to coaching and mentoring the next generation. Many Advisors obtain professional designations such as CFP, CHFC, CLU, MBA, etc. Management opportunities are available within the first 2 years.

Work Authorization

Visa sponsorship is not accepted.

Benefits

• Compensation you control and a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities within 2 years

Equitable Advisors will sponsor the pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing the skills and tools needed for success.