Junior Financial Planner: Licensing & Growth Path

Equitable Advisors; New York (NY); On-site; USD 40,000 - 70,000; Full time

Job summary

Equitable Advisors in New York, NY is seeking an Entry-Level Financial Planner to help clients achieve financial wellness through personalized planning and ongoing relationship management. The role emphasizes client engagement, strategy development and guidance on financial products at an in-office location.

The program includes FINRA sponsorship, a 120-day hands-on training, virtual university access, mentorship, and opportunities to pursue professional designations.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.

Responsibilities

• Client engagement: build and nurture client relationships through networking events and portfolio management.
• Financial strategy development: tailor objectives and risk tolerance to create personalized plans.
• Product and service consultation: discuss financial products and services tailored to clients' unique situations.
• Location: in-office presence required.
• Work-life balance: flexible schedule to maximize productivity and personal time.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors in New York, NY is seeking an Entry-Level Financial Planner to help clients achieve financial wellness through personalized planning and ongoing relationship management. The role emphasizes client engagement, strategy development and guidance on financial products at an in-office location.

The program includes FINRA sponsorship, a 120-day hands-on training, virtual university access, mentorship, and opportunities to pursue professional designations.