Junior Financial Planner: Training, Licensing & Growth

Equitable Advisors; Lexington (KY); On-site; USD 65,000 - 90,000; Full time

Job summary

Equitable Advisors in Lexington, KY is seeking motivated individuals to become wealth managers through licensing and employment, offering structured training including FINRA sponsorship and a 120-day PEP.

You will engage clients, develop financial strategies, and consult on products while staying in-office; the program provides mentorship, coaching, and a clear path to CFP/ChFC designations, with biweekly pay during training and potential commissions.

Qualifications

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

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• 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

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent experience

Tools

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors in Lexington, KY is seeking motivated individuals to become wealth managers through licensing and employment, offering structured training including FINRA sponsorship and a 120-day PEP.

You will engage clients, develop financial strategies, and consult on products while staying in-office; the program provides mentorship, coaching, and a clear path to CFP/ChFC designations, with biweekly pay during training and potential commissions.