Launch Your Wealth Advisory Career—Entry Level

Equitable Advisors; Saddle Brook (NJ); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training (120 days)

Virtual University

Mentorship

Coaching & Leadership Development

Professional growth (CFP/ChFC)

Sign-On payment eligibility

Stable biweekly pay (up to 24 months)

Commissions and bonus

Benefits eligibility

Job summary

Equitable Advisors in Saddle Brook, NJ is seeking an Entry Level Financial Advisor to build client relationships, develop financial strategies, and provide product and service guidance. The role requires in-office presence with a structured training path including FINRA sponsorship and licensing support.

The program includes a comprehensive 120-day PEP, virtual university access, mentorship, and leadership development, with potential CFP/ ChFC growth and the possibility of biweekly stable pay

Qualifications

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

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations
• In-office presence required
• 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 in Saddle Brook, NJ is seeking an Entry Level Financial Advisor to build client relationships, develop financial strategies, and provide product and service guidance. The role requires in-office presence with a structured training path including FINRA sponsorship and licensing support.

The program includes a comprehensive 120-day PEP, virtual university access, mentorship, and leadership development, with potential CFP/ ChFC growth and the possibility of biweekly stable pay