Junior Financial Planner - Mentorship & Licensing

Equitable Advisors; Jacksonville (FL); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Biweekly stable pay

Comprehensive benefits including health and retirement plans

Mentorship and training programs

Job summary

A leading financial services firm in Jacksonville, FL, is seeking motivated individuals to enhance their wealth management career. You will mentor with experienced professionals and engage in a supportive culture. Candidates should possess a bachelor’s degree or equivalent and be willing to obtain necessary licenses. This role offers a competitive compensation package with ongoing professional development and benefits. Join us to make meaningful impacts in clients' financial lives.

Qualifications

• Early-career experience in the wealth management industry.
• Willingness to obtain State Life and Health License.
• Willingness to obtain FINRA Series 7 and 66 with company sponsorship.

Responsibilities

• Guide individuals and families in financial decisions.
• Participate in mentorship and training programs.
• Build trust and relationships with clients.

Skills

Motivation

Relationship building

Financial planning

Education

Bachelor’s degree or equivalent

Job description

A leading financial services firm in Jacksonville, FL, is seeking motivated individuals to enhance their wealth management career. You will mentor with experienced professionals and engage in a supportive culture. Candidates should possess a bachelor’s degree or equivalent and be willing to obtain necessary licenses. This role offers a competitive compensation package with ongoing professional development and benefits. Join us to make meaningful impacts in clients' financial lives.