Junior Financial Advisor - Training & Licensing Provided

Equitable Advisors; Northern (KY); Hybrid; USD 40,000 - 68,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) Plan

ESPP

Disability Insurance

Life Insurance

Transportation Reimbursement

Job summary

Equitable Advisors is seeking an Entry Level – Financial Advisor to build and nurture client relationships, develop personalized financial plans, and guide clients toward their goals through tailored investment strategies. The role emphasizes in-office collaboration, licensing sponsorship, and a structured path to wealth management.

This position offers comprehensive training, steady biweekly pay, potential commissions, and opportunities for professional growth through CFP and other

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with a drive to positively impact others' lives.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking an Entry Level – Financial Advisor to build and nurture client relationships, develop personalized financial plans, and guide clients toward their goals through tailored investment strategies. The role emphasizes in-office collaboration, licensing sponsorship, and a structured path to wealth management.

This position offers comprehensive training, steady biweekly pay, potential commissions, and opportunities for professional growth through CFP and other