Entry Level Financial Advisor

Equitable

. Build and nurture client relationships through networking events and portfolio management .

Posted 10/22/2026full-timeSecaucus • United StatesEntry Level💰 $33,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building client relationships and devising personalized financial strategies while maintaining strong communication and progress tracking. Holds relevant financial licenses and is committed to continuous learning and mentorship.

Highest-signal resume keywords

Client Relationship ManagementFinancial Strategy DevelopmentFINRA LicensingInterpersonal CommunicationPortfolio Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Products KnowledgeRisk AssessmentProgress TrackingNetworkingPersonalized Recommendations

Soft Skills

Interpersonal AbilitiesSelf-ConfidenceEntrepreneurial SpiritCollaborationMentorship

Certifications & Qualifications

State Life & Health LicenseSIE LicenseSeries 7 LicenseSeries 66 License

Industry Keywords

Financial ObjectivesClient CommunicationNetworking EventsCoachingMentorship

About the role

Key responsibilities & impact

Build and nurture client relationships through networking events and portfolio management
Ensure consistent client communication and progress tracking
Understand clients' financial objectives and risk tolerance
Devise personalized financial strategies and provide clear recommendations and guidance
Discuss financial products and services tailored to clients' unique situations
Complete a 120-day hands-on preliminary employment training period
Pursue required FINRA licenses and registrations with company sponsorship
Work with and learn from top performers
Collaborate with a local Vice President through coaching and mentorship

Requirements

What you’ll need

Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66 licensing requirements
Values-driven with a track record of success and accomplishment
Excellent interpersonal and communication abilities with strong self-confidence
Entrepreneurial spirit with a desire to positively impact others' lives
Ability to work with and learn from top performers
Must be authorized to work in the United States

Benefits

Comp & perks

$250-$1,000 sign-on payment eligibility after signing the PEP agreement, based on successful completion of company-sponsored required FINRA licenses and registrations
Biweekly stable pay for up to the first 24 months as a financial professional
Commissions and bonus eligibility
Health, dental and vision benefits
401(k)
Employee Stock Purchase Plan (ESPP)
Disability insurance
Life insurance
Transportation Reimbursement Incentive Program (TRIP)
Flexible schedule
Comprehensive 120-day hands-on training
FINRA sponsorship for required licensing
Access to Virtual University for continuous learning
Mentorship and joint work opportunities
Personalized coaching from a local Vice President
Leadership Development School
Encouragement to pursue professional designations including CFP®, ChFC and Credentialed Holistic Financial Coach
Wellness programs
Employee resource groups
1,000 Hours of Giving Back program
Equitable Excellence college scholarship program