Entry Level – Financial Advisor

Equitable Advisorsover 1 year ago
Fort Lauderdale, Florida, United States
On-site
Full-time
Beginner Level (< 1 year)

Job Description

Position Overview

Join Equitable Advisors as an Entry Level Financial Advisor in Ft Lauderdale, FL. Equitable Advisors is dedicated to making a positive impact in the lives of its clients, with a network of over 4,300 financial professionals serving 2.4 million clients nationwide. In this role you will help individuals and families reach meaningful financial wellness, supported by a comprehensive training program including FINRA sponsorship, a 120-day Preliminary Employment Period, and access to Virtual University and mentorship opportunities. Primary Location: UNITED STATES-FL-Fort Lauderdale.

Key Responsibilities

  • Client Engagement: Build and nurture client relationships through networking events, portfolio management, and regular communication.
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to create personalized strategies with clear recommendations.
  • Product and Service Consultation: Advise on a range of financial products and services tailored to unique client needs.
  • Location Requirement: Maintain an in-office presence.
  • Work-Life Balance: Enjoy a flexible schedule designed to maximize productivity and personal time.

Required Qualifications

  • Bachelor's degree or equivalent skills and work experience.
  • Licensing: Must obtain State Life & Health, SIE, Series 7, and Series 66 licenses.
  • Values-driven individual with a proven track record of success.
  • Excellent interpersonal and communication skills paired with strong self-confidence.
  • An entrepreneurial spirit with a passion for positively impacting others' lives.
  • Ability to collaborate and learn from top performers.
  • Must be authorized to work in the United States.

Compensation & Benefits

  • Sign-On Payment: Compensation based on the time to complete FINRA licenses and registrations and to enter the Preliminary Employment Period (PEP).
  • Stable Pay: Enjoy biweekly pay designed to help establish your career in wealth management.
  • Commissions and Bonus: In addition to stable pay, eligibility for commissions and bonus.
  • Benefits: Comprehensive programs including health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP), subject to program terms and conditions.

Required Skills

Financial Strategy Development
Client Engagement
Portfolio Management
Licensing (State Life & Health, SIE, Series 7, Series 66)
Networking
Communication Skills