Licensed Financial Professional — Build Client Wealth

Equitable Advisors; Franklin (TN); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Health, dental, vision

401(k) plan

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is recruiting for a wealth advisor track designed to mentor and license aspiring professionals. The role emphasizes client engagement, portfolio management, and clear guidance on financial strategies tailored to individual objectives.

In-office presence is required, with a structured training path including FINRA licensing and access to the company’s Virtual University. A values-driven, growth-oriented environment supports professional advancement and designation pursuit.

Qualifications

• Bachelor's degree or equivalent required
• Licensing: State Life & Health, SIE, Series 7, Series 66 required or pursued
• Excellent communication and interpersonal skills
• Entrepreneurial mindset with a drive to impact clients positively
• Authorized to work in the United States

Responsibilities

• Engage clients and nurture relationships through networking events and portfolio management
• Develop financial strategies based on client objectives and risk tolerance
• Consult on financial products and services tailored to client needs
• Collaborate with top performers and learn within a structured development program

Job description

Equitable Advisors is recruiting for a wealth advisor track designed to mentor and license aspiring professionals. The role emphasizes client engagement, portfolio management, and clear guidance on financial strategies tailored to individual objectives.

In-office presence is required, with a structured training path including FINRA licensing and access to the company’s Virtual University. A values-driven, growth-oriented environment supports professional advancement and designation pursuit.