Junior Financial Planner - Licenses, Training & Growth

Equitable Advisors; Indianapolis, Northern (IN, KY); Hybrid; USD 52,000 - 64,000; Full time

Benefits offered by this job

Biweekly pay

Commissions and bonus

Health, dental and vision

401(k)

ESPP

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Indianapolis, IN is seeking an Entry-Level Financial Planner to build client relationships, develop financial strategies, and tailor recommendations. This in-office role emphasizes networking, portfolio management, and ongoing client engagement.

You will receive FINRA sponsorship for required licenses, a 120-day training period, and access to Virtual University, mentoring, and leadership development as you pursue CFP, ChFC, or other credentials.

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, 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.

Skills

Client engagement

Financial strategy

Product consulting

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Indianapolis, IN is seeking an Entry-Level Financial Planner to build client relationships, develop financial strategies, and tailor recommendations. This in-office role emphasizes networking, portfolio management, and ongoing client engagement.

You will receive FINRA sponsorship for required licenses, a 120-day training period, and access to Virtual University, mentoring, and leadership development as you pursue CFP, ChFC, or other credentials.