Junior Financial Planner - Training, Licensing & Mentorship

Equitable Advisors; Indianapolis (IN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Biweekly pay

Commissions and bonus

Comprehensive benefits

Job summary

Equitable Advisors in Indianapolis is seeking an Entry-Level Financial Planner to build client relationships, develop financial strategies, and discuss tailored financial products. This in-office role requires a bachelor’s degree or equivalent experience, and licensing steps (Life & Health, SIE, Series 7/66) will be supported.

You will join a structure that includes training, mentorship, and pathways toward CFP and other designations, with biweekly pay and potential commissions/bonuses.

Qualifications

• Education: Bachelor’s degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven with a track record of success.
• Strong communication and interpersonal abilities.
• Entrepreneurial mindset and willingness to learn.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial strategies based on objectives and risk tolerance.
• Discuss and recommend financial products and services tailored to client needs.

Skills

Client Engagement

Financial Strategy Development

Product & Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Tools

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

Job description

Equitable Advisors in Indianapolis is seeking an Entry-Level Financial Planner to build client relationships, develop financial strategies, and discuss tailored financial products. This in-office role requires a bachelor’s degree or equivalent experience, and licensing steps (Life & Health, SIE, Series 7/66) will be supported.

You will join a structure that includes training, mentorship, and pathways toward CFP and other designations, with biweekly pay and potential commissions/bonuses.