Launch Your Finance Career: Entry-Level Financial Advisor

Equitable Advisors; Boca Raton (FL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Comprehensive benefits: health, dental

401(k) with ESPP

Disability and life insurance

Transportation reimbursement

Job summary

Equitable Advisors in Boca Raton, FL is seeking an Entry Level Financial Advisor to build client relationships and develop tailored financial strategies. You will work on portfolio management, product recommendations, and licensing via company training tracks.

Role emphasizes client engagement, collaboration with top performers, and ongoing professional development through FINRA sponsorship and a structured PEP program.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities.

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' needs.
• In-office presence required to service clients.
• Maintain a 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

Job description

Equitable Advisors in Boca Raton, FL is seeking an Entry Level Financial Advisor to build client relationships and develop tailored financial strategies. You will work on portfolio management, product recommendations, and licensing via company training tracks.

Role emphasizes client engagement, collaboration with top performers, and ongoing professional development through FINRA sponsorship and a structured PEP program.