Junior Financial Advisor: Licensing & Growth Path

Equitable Advisors

Melville (NY)

On-site

USD 45,000 - 65,000

Full time

6 days ago

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Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

CFP/ChFC support

Sign-On Payment Eligibility

Stable Pay + Commissions

Job summary

Equitable Advisors is seeking an entry-level Financial Advisor in NY, Melville to build client relationships and craft personalized financial strategies. You will discuss products and services, ensuring clear guidance and ongoing communication.

In-office presence is required as you join a structured development path with FINRA sponsorship and mentorship. You will benefit from a 120-day hands-on training program, virtual university resources, and a path toward professional designations while

Qualifications

Bachelor's degree or equivalent skills and work experience.
Licensed to sell financial products with State Life & Health, SIE, Series 7 and Series 66.
Entrepreneurial mindset with a drive to help clients achieve goals.
Excellent communication and interpersonal abilities.
Team-oriented, able to learn from top performers.
Authorized to work in the United States.

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Develop financial strategies based on clients' objectives and risk tolerance.
Discuss financial products and services tailored to clients' situations.
In-office presence required to serve clients and collaborate with team.