Junior Financial Planner — Training, Licensing, Growth

Equitable Advisors; New York (NY); Hybrid; USD 35,000 - 45,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Stable Pay

Commissions & Bonus

Benefits Program

Job summary

Equitable Advisors, a nationwide firm with thousands of financial professionals, is seeking an entry-level Financial Planner in New York, NY. You will build client relationships, assess objectives, and develop personalized strategies while learning licensing paths through our structured program.

This full-time role requires in-office presence and offers FINRA sponsorship, hands-on training, mentorship, and a path toward CFP designation, with initial stable pay and potential commissions as you

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: values-driven with a track record of success and accomplishment.
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: ability to work with and learn from top performers.
• Work Authorization: must be authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• 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

Job description

Equitable Advisors, a nationwide firm with thousands of financial professionals, is seeking an entry-level Financial Planner in New York, NY. You will build client relationships, assess objectives, and develop personalized strategies while learning licensing paths through our structured program.

This full-time role requires in-office presence and offers FINRA sponsorship, hands-on training, mentorship, and a path toward CFP designation, with initial stable pay and potential commissions as you