Financial Planner Trainee - Licensing, Mentorship & Growth

EQH; Englewood (NJ); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Stable Pay for 24 months

FINRA licensing sponsorship

Mentorship & coaching

Comprehensive benefits: health, dental

Job summary

Equitable Advisors is seeking an Entry-Level Financial Planner in Englewood, CO to build client relationships, develop tailored financial strategies, and consult on products and services. In this in-office role, you will contribute to a dynamic team focused on helping clients achieve financial wellness.

You will undergo a 120-day hands-on training (PEP) with FINRA licensing sponsorship, access to Virtual University, mentorship, and leadership development opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.

Responsibilities

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

Skills

Interpersonal skills

Communication

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization in US

Education

Bachelor's degree or equivalent experience

Job description

Equitable Advisors is seeking an Entry-Level Financial Planner in Englewood, CO to build client relationships, develop tailored financial strategies, and consult on products and services. In this in-office role, you will contribute to a dynamic team focused on helping clients achieve financial wellness.

You will undergo a 120-day hands-on training (PEP) with FINRA licensing sponsorship, access to Virtual University, mentorship, and leadership development opportunities.