Junior Financial Advisor – FINRA License Path

Equitable Advisors; Denver (CO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Healthcare

401(k)

ESPP

Transit reimbursement

Job summary

Equitable Advisors is seeking a finance professional in Denver to build client relationships, develop tailored financial strategies, and consult on products and services. An in-office role emphasizes live engagement, networking, and staying aligned with clients’ goals.

The position supports licensing pathways and ongoing professional growth. The role emphasizes a collaborative culture, structured training, and mentorship, with a focus on responsible wealth management and client-first guidance.

Qualifications

• Bachelor's degree or equivalent experience.
• Strong communication and interpersonal skills.
• Ability to build client relationships and networks.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies based on clients' objectives and risk tolerance.
• Consult on financial products and services tailored to clients' needs.
• Maintain in-office presence to engage clients and prospect for opportunities.
• Balance work commitments with personal time to maximize productivity.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Relationship building

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a finance professional in Denver to build client relationships, develop tailored financial strategies, and consult on products and services. An in-office role emphasizes live engagement, networking, and staying aligned with clients’ goals.

The position supports licensing pathways and ongoing professional growth. The role emphasizes a collaborative culture, structured training, and mentorship, with a focus on responsible wealth management and client-first guidance.