Financial Professional (Remote) – Entry Level Growth

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

Benefits offered by this job

Compensation you control

Remote-work technology

Comprehensive training and support

Advancement opportunities

Work-life balance

Job summary

Equitable Advisors in Tampa, Florida, seeks entrepreneurial Financial Professionals to build meaningful client relationships and guide financial decisions. The role emphasizes teamwork, coaching, and a broad suite of services including retirement, estate planning, and managed accounts.

Candidates must obtain state life and health licenses, SIE, and FINRA licenses; strong work ethic and client development skills are essential for success and growth within the firm.

Qualifications

• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses.
• Entrepreneurial-oriented individuals who can develop markets and sustain relationships.
• Results-driven, self-starter with integrity and strong work ethic.

Responsibilities

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
• Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services

Skills

Client relationship building

Sales mindset

Financial planning knowledge

Tools

SIE

FINRA Series 7

FINRA Series 66

Life and health licenses

Job description

Equitable Advisors in Tampa, Florida, seeks entrepreneurial Financial Professionals to build meaningful client relationships and guide financial decisions. The role emphasizes teamwork, coaching, and a broad suite of services including retirement, estate planning, and managed accounts.

Candidates must obtain state life and health licenses, SIE, and FINRA licenses; strong work ethic and client development skills are essential for success and growth within the firm.