Licensed Financial Advisor — Wealth Planner Career Path

Equitable Advisors; Indianapolis (IN); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

FINRA sponsorship

Virtual University

Mentorship

Leadership development

Professional designations support

Sign-on payment eligibility

Stable pay during training

Commissions and bonus

Benefits package

Job summary

Equitable Advisors in Indianapolis seeks a driven professional to start a career as a wealth manager through licensing and employment. You will engage clients, build relationships, and guide financial planning in an in-office setting.

The role emphasizes training with FINRA sponsorship, a 120-day PEP program, and ongoing mentorship, plus a path toward CFP, ChFC, and other credentials. Equitable Advisors offers comprehensive benefits and a collaborative culture focused on helping clients achieve

Qualifications

• Bachelor's degree or equivalent education/work experience required.
• Licensing requirements include State Life & Health, SIE, Series 7, and Series 66.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking and portfolio guidance.
• Develop personalized financial strategies tailored to client objectives and risk tolerance.
• Consult on financial products and services to fit clients' situations.
• Role requires in-office presence.

Skills

Client engagement

Financial strategy

Product & service consultation

Networking

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors in Indianapolis seeks a driven professional to start a career as a wealth manager through licensing and employment. You will engage clients, build relationships, and guide financial planning in an in-office setting.

The role emphasizes training with FINRA sponsorship, a 120-day PEP program, and ongoing mentorship, plus a path toward CFP, ChFC, and other credentials. Equitable Advisors offers comprehensive benefits and a collaborative culture focused on helping clients achieve