Junior Financial Planner - Licensing & Training Path

Equitable Advisors; Englewood (CO); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Coaching

Leadership Development

Professional Growth

Sign-On Eligibility

Stable Pay

Commissions & Bonus

Benefits Package

Job summary

Equitable Advisors in the United States seeks aspiring financial professionals to build client relationships and develop personalized financial plans. The role emphasizes licensing, training, mentorship, and a path to becoming a wealth manager through FINRA sponsorship and ongoing education.

As an in-office opportunity, you will engage with clients, learn from top performers, and progress through structured programs that include a 120-day hands-on training, biweekly pay during early years, and

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7 and Series 66 licensing requirements.

Responsibilities

• Develop and manage client relationships and portfolios.
• Assess financial objectives and risk tolerance to create personalized strategies.
• Discuss financial products and services tailored to clients' needs.
• In-office role with regular client engagement.

Skills

Client Engagement

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent experience

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

Job description

Equitable Advisors in the United States seeks aspiring financial professionals to build client relationships and develop personalized financial plans. The role emphasizes licensing, training, mentorship, and a path to becoming a wealth manager through FINRA sponsorship and ongoing education.

As an in-office opportunity, you will engage with clients, learn from top performers, and progress through structured programs that include a 120-day hands-on training, biweekly pay during early years, and