Junior Financial Planner: Training & Licensing

Equitable Advisors

New York (NY)

On-site

USD 35,000 - 60,000

Full time

3 days ago

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Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

Sign-On Payment Eligibility

Stable Pay during training

Commissions and Bonus

Comprehensive benefits

Job summary

Equitable Advisors is seeking an Entry-Level Financial Planner in New York, NY to build client relationships and develop personalized financial strategies. The role requires in-office presence, licensing progress, and a client-first mindset.

Training includes FINRA sponsorship, hands-on PEP, and mentorship to grow into a wealth management professional. The program offers structured pay during the training phase, then eligibility for commissions and a broad benefits package, with opportunities

Qualifications

Bachelor's degree or equivalent skills and work experience.
State Life & Health licensing, SIE, Series 7, Series 66.
Values-driven with a track record of success and accomplishment.
Excellent interpersonal and communication abilities.
Entrepreneurial mindset with a desire to positively impact others.
Ability to work with top performers and learn collaboratively.
Must be authorized to work in the United States.

Responsibilities

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies and clear recommendations.
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.