Junior Financial Advisor: Training, Licensing & Growth

Equitable Advisors; Franklin (TN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Stable Pay

Commissions and Bonus

Benefits

Job summary

Equitable Advisors in Franklin, TN, is seeking an Entry Level – Financial Advisor to build client relationships, develop personalized financial strategies, and discuss suitable products and services. This in-office role focuses on licensing through FINRA sponsorship and a structured path to wealth management.

Ideal candidates hold a bachelor's degree or equivalent experience, with licensing for Life & Health, SIE, Series 7 and 66 likely pursued after onboarding.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and guidance.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required and contribute to client outcomes.

Education

Bachelor's degree or equivalent skills and work experience

Tools

SIE

Series 7

Series 66

State Life & Health

Job description

Equitable Advisors in Franklin, TN, is seeking an Entry Level – Financial Advisor to build client relationships, develop personalized financial strategies, and discuss suitable products and services. This in-office role focuses on licensing through FINRA sponsorship and a structured path to wealth management.

Ideal candidates hold a bachelor's degree or equivalent experience, with licensing for Life & Health, SIE, Series 7 and 66 likely pursued after onboarding.