Junior Financial Advisor — Training, Licensing & Growth

Equitable Advisors; Ponce, Northern (PR, KY); Hybrid; USD 30,000 - 42,000; Full time

Benefits offered by this job

FINRA Sponsorship

Biweekly pay

Commissions and Bonus

Health, dental and vision benefits

Job summary

Equitable Advisors is seeking an Entry Level Financial Advisor in Ponce, PR to build client relationships, develop financial strategies, and discuss tailored products and services. The role requires in-office presence and a pathway through FINRA licensing.

Training, mentorship, and growth opportunities are provided in a structured program. The position is entry level with training through FINRA sponsorship and a comprehensive 120-day program, offering biweekly pay and potential commissions and

Qualifications

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

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Licensing Requirements

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health

SIE

Series 7

Series 66

Job description

Equitable Advisors is seeking an Entry Level Financial Advisor in Ponce, PR to build client relationships, develop financial strategies, and discuss tailored products and services. The role requires in-office presence and a pathway through FINRA licensing.

Training, mentorship, and growth opportunities are provided in a structured program. The position is entry level with training through FINRA sponsorship and a comprehensive 120-day program, offering biweekly pay and potential commissions and