NYC Financial Advisor: Build Your Book & Grow

Jones Financial (edward Jones); Atlanta (GA); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Training and licensing sponsorship

Comprehensive benefits package

Advancement opportunities within 2 yrs

Job summary

Equitable Advisors is seeking an entry‑level or career‑changing candidate to build a personal book of business through training programs. No prior finance experience is required, with licensing support provided. The role emphasizes sales growth and relationship building with clients, offering a path to advisory leadership.

Applicants should have a sales mindset and be highly motivated, with opportunities for advancement and professional designations along the way.

Qualifications

• Finance experience not necessary – training provided.
• Ability to obtain SIE, S66, S7, and LAH within 5 months.

Responsibilities

• Build client base.
• Acquire new clients on an ongoing basis.
• Contact clients periodically to determine changes in their financial status.
• Provide knowledgeable, customized financial guidance.
• Sell financial advice such as investments, retirement planning, estate planning, etc.

Skills

Strong communication

Sales/marketing interests

Entrepreneurship mindset

Self-starter

Education

Four-year college degree

Job description

Equitable Advisors is seeking an entry‑level or career‑changing candidate to build a personal book of business through training programs. No prior finance experience is required, with licensing support provided. The role emphasizes sales growth and relationship building with clients, offering a path to advisory leadership.

Applicants should have a sales mindset and be highly motivated, with opportunities for advancement and professional designations along the way.