Financial Planner Trainee — Licensing & Mentorship

Equitable Advisors; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

CFP/ChFC growth

Sign-On Payment

Biweekly pay

Commissions & Bonus

Health Insurance

401(k)

Job summary

Equitable Advisors is dedicated to helping individuals and families reach their financial goals through licensing and structured training. The role emphasizes client engagement, portfolio management, and personalized financial strategies within an in-office environment.

The program offers FINRA sponsorship, a 120-day hands-on training, and access to a virtual university, with mentorship and opportunities to pursue professional designations.

Qualifications

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

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor + equivalent experience

Job description

Equitable Advisors is dedicated to helping individuals and families reach their financial goals through licensing and structured training. The role emphasizes client engagement, portfolio management, and personalized financial strategies within an in-office environment.

The program offers FINRA sponsorship, a 120-day hands-on training, and access to a virtual university, with mentorship and opportunities to pursue professional designations.