Junior Financial Planner: Leadership Path & Licensing

Equitable Advisors; Saint Augustine (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Licensing sponsorship

Skill development

Advanced learning opportunities

Job summary

Equitable Advisors is seeking motivated individuals for a wealth management leadership development path. The program combines traditional financial planning with coaching to empower you to guide clients toward informed life goals.

You will receive mentorship, licensing sponsorship, and hands-on joint-work experiences as you advance within the organization. The role emphasizes early-career development, with opportunities to grow through local and national programs and a collaborative,

Qualifications

• Bachelor’s degree or equivalent required.
• State Life and Health License or willingness to obtain.
• FINRA Series 7 and 66 or willingness to obtain with sponsorship.

Responsibilities

• Provide relationship-driven wealth management guidance to clients.
• Participate in comprehensive training and leadership development programs.

Education

Bachelor’s degree or equivalent skills

State Life and Health License (or willingness to obtain)

FINRA Series 7 and 66 (or willingness to obtain with company sponsorship)

Job description

Equitable Advisors is seeking motivated individuals for a wealth management leadership development path. The program combines traditional financial planning with coaching to empower you to guide clients toward informed life goals.

You will receive mentorship, licensing sponsorship, and hands-on joint-work experiences as you advance within the organization. The role emphasizes early-career development, with opportunities to grow through local and national programs and a collaborative,