Junior Financial Advisor: Licensing & Client Growth

equitable; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

Job summary

Equitable Advisors is dedicated to helping clients achieve financial wellness through a structured path to becoming a wealth manager, with in-office engagement and comprehensive FINRA licensing. The role emphasizes personalized financial strategies, relationship-building, and mentorship in a collaborative environment.

Training includes FINRA sponsorship, a 120-day Preliminary Employment Period, and access to a Virtual University for ongoing professional growth.

Qualifications

• Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Values-driven with track record of success and accomplishment
• Excellent interpersonal and communication abilities with strong self-confidence
• Entrepreneurial spirit with a desire to positively impact others
• Ability to work with and learn from top performers
• Must be authorized to work in the United States

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
• Location: In-office presence required
• Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is dedicated to helping clients achieve financial wellness through a structured path to becoming a wealth manager, with in-office engagement and comprehensive FINRA licensing. The role emphasizes personalized financial strategies, relationship-building, and mentorship in a collaborative environment.

Training includes FINRA sponsorship, a 120-day Preliminary Employment Period, and access to a Virtual University for ongoing professional growth.