Junior Financial Advisor: Training, Licensing, Growth

Equitable Advisors; Louisville (KY); On-site; USD 50,000 - 80,000; Part time

Benefits offered by this job

Comprehensive benefits programs

Flexible work schedule

FINRA license sponsorship

Job summary

A financial services firm is seeking an Entry Level Financial Advisor in Louisville, KY. This role focuses on building client relationships and developing personalized financial strategies. Candidates must have a Bachelor's degree and be authorized to work in the U.S. The firm provides training, mentorship, and opportunities for professional growth, along with a competitive compensation package. Attractive benefits include health insurance, stock purchase plans, and flexible scheduling.

Qualifications

• Bachelor's degree or equivalent required.
• Must have state licenses for Life & Health, SIE, Series 7, Series 66.
• Experience in client engagement and financial strategy development.

Responsibilities

• Build and nurture client relationships through networking.
• Develop personalized financial strategies according to clients' needs.
• Provide consultation on financial products and services.

Skills

Excellent interpersonal and communication abilities

Values-driven

Entrepreneurial spirit

Ability to work collaboratively

Education

Bachelor's degree or equivalent skills

Tools

FINRA licensing (Series 7, Series 66)

Job description

A financial services firm is seeking an Entry Level Financial Advisor in Louisville, KY. This role focuses on building client relationships and developing personalized financial strategies. Candidates must have a Bachelor's degree and be authorized to work in the U.S. The firm provides training, mentorship, and opportunities for professional growth, along with a competitive compensation package. Attractive benefits include health insurance, stock purchase plans, and flexible scheduling.