Junior Wealth Planner — Leadership & Coaching Path

Equitable Advisors; Ocala (FL); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Licensing sponsorship

Biweekly pay

Comprehensive benefits

TRIP transportation reimbursement

Job summary

Equitable Advisors invites motivated early-career professionals to join our wealth management and leadership development program in Ocala, Florida. This role focuses on guiding clients, building relationships, and gaining licenses with company sponsorship.

We provide mentorship, hands-on training, and access to a credentialed Holistic Financial Coach track developed with Columbia University's Coaching Center.

Qualifications

• Bachelor's degree or equivalent skills.
• State Life and Health License (or willingness to obtain).
• FINRA Series 7 and 66 (or willingness to obtain with company sponsorship).

Education

Bachelor's degree or equivalent skills

State Life and Health License

FINRA Series 7 and 66

Job description

Equitable Advisors invites motivated early-career professionals to join our wealth management and leadership development program in Ocala, Florida. This role focuses on guiding clients, building relationships, and gaining licenses with company sponsorship.

We provide mentorship, hands-on training, and access to a credentialed Holistic Financial Coach track developed with Columbia University's Coaching Center.