Launchpad Financial Advisor: Training & Licensing

Equitable Advisors; Cleveland (OH); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Biweekly Stable Pay

Commissions and Bonus

Health, dental & vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking an Entry Level – Financial Advisor to join in Cleveland (OH) and surrounding locations. You will engage clients, develop personalized financial strategies, and discuss suitable products and services while maintaining strong communication.

The role includes in-office work, a structured training path, FINRA sponsorship, and mentorship to help you grow toward becoming a wealth manager. A competitive onboarding structure supports your early career.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• 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

Interpersonal skills

Self-confidence

Networking ability

Entrepreneurial mindset

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is seeking an Entry Level – Financial Advisor to join in Cleveland (OH) and surrounding locations. You will engage clients, develop personalized financial strategies, and discuss suitable products and services while maintaining strong communication.

The role includes in-office work, a structured training path, FINRA sponsorship, and mentorship to help you grow toward becoming a wealth manager. A competitive onboarding structure supports your early career.