Entry Level - Financial Advisor
Equitable Advisors
Job Description - Entry Level - Financial Advisor - NY, New York (2481) (PIN_15024) Entry Level - Financial Advisor - NY, New York (2481) ( PIN_15024 ) Primary Location UNITED STATES-NY-New York Organization Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation : Discuss financial products and services tailored to clients' unique situations Location : In-office presence required Work-Life Balance : Flexible schedule to maximize productivity and personal time Skills & Experience Education : Bachelor's degree or equivalent skills and work experience Licensing : State Life & Health, SIE, Series 7, Series 66 Personal Attributes : values-driven with a track record of success and accomplishment Communication Skills : excellent interpersonal and communication abilities with strong self-confidence Mindset : entrepreneurial spirit with a desire to positively impact others' lives Collaboration : ability to work with and learn from top performers Work Authorization : must be authorized to work in the United States Training & Development FINRA Sponsorship : provided for required FINRA licensing Preliminary Employment Period (PEP) : comprehensive 120-day hands‑on training Virtual University : access to Equitable Advisors' Virtual University for continuous learning Mentorship : opportunities for joint work and mentorship Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development : access to Leadership Development School for those with management ambition Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Sign-On Payment Eligibility : $250-$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay : After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $35,500 annually. Commissions and Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility : Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. #J-18808-Ljbffr Equitable Advisors
$75k
...Hudnall Capital Advisors is seeking a motivated entry-level Financial Advisor to join our expanding team. The ideal candidate will have a Bachelor's degree and possess strong communication and analytical skills. Responsibilities include developing tailored financial plans...Entry level- ...A growing financial services firm is seeking a Financial Services Advisor for its New York location. This role offers entry-level to experienced candidates a chance to work with clients on financial goals, provide guidance on retirement and insurance strategies, and build...Entry levelRemote workFlexible hours
$88k - $125k
...Azimuth Management and Consulting is seeking Financial Consultants for a fully remote opportunity in the United States. This role can... ...With an annual compensation range of $88,000 to $125,000, this entry-level role offers valuable experience in the financial services industry...Entry levelFull timePart timeRemote workFlexible hours- ...We are seeking motivated and enthusiastic Entry Level Financial Advisors to join our team. In this role, you will support clients in making informed financial decisions and developing long-term wealth management strategies. You will receive comprehensive training and...Entry level
$80k - $110k
...Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to... ...is an ideal role for candidates seeking entry into a financial services career with significant... ...5 million clients nationwide. Seniority level Seniority level Entry level Employment...Entry levelFull timeWork experience placementWork at officeRelocationMonday to Friday$75k
...Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary...Entry levelWork at office- byebyeoffice is seeking motivated individuals for a fully remote Financial Representative role in the United States. This entry-level opportunity includes comprehensive training, mentorship, and licensing support to help you start a lasting career in financial services...Entry levelRemote job
$55.25k - $66.3k
...Financial Advisor Join to apply for the Financial Advisor role at Ameriprise Financial Services, LLC . Are you looking to advance your career... ...prohibited by law. Job Type Full time, Non-Exempt Seniority Level Entry level Employment Type Full-time Job Function Finance and...Entry levelFull timeWork experience placementLocal area- ..., located in New York, NY, is seeking driven individuals for an entry-level insurance sales representative position. In this role, you'll work closely with clients to craft personal insurance and financial solutions, backed by extensive mentorship and training resources...Entry levelTraineeship
- Denis Development is looking for motivated Entry Level Financial Advisors in New York. You'll receive comprehensive training and mentorship, supporting clients with financial decisions and wealth management strategies. Responsibilities include conducting client meetings...Entry level
- A financial services company is seeking a Remote Entry-Level Financial Advisor to provide guidance and support to clients in achieving their financial goals. The role involves conducting consultations, developing personalized financial plans, and maintaining client relationships...Entry levelRemote jobFlexible hours
- A national financial services organization is looking for an Entry Level Financial Representative to launch a career in finance. This role involves creating tailored financial plans for individuals and providing guidance on products to help protect their futures. With supportive...Entry levelFull time
- A leading financial services organization is seeking financial representatives to help individuals achieve their financial goals through tailored plans. This entry-level role requires strong integrity, leadership, and a passion for improving members' lives. Candidates will...Entry level
- A leading financial services firm seeks a Financial Advisor in New York to help clients shape their financial futures. This entry-level role offers robust training and mentorship while providing a competitive base salary plus uncapped bonuses. Candidates should have a strong...Entry level
- Atlasfinancialsolutions Co is looking for motivated individuals to become Financial Services Advisors. This entry-level position offers remote work options and a flexible schedule with support and training provided. You will meet with clients to develop financial strategies...Entry levelRemote jobFull timePart timeFlexible hours
- Job Title: Financial Services Advisor (Entry-Level to Experienced) Location: New York, NY (Hybrid / Remote Options Available) About Us Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build...Entry levelFull timePart timeRemote workFlexible hours
- Overview Brand & Associates is seeking a passionate and motivated individual to join our team as a Remote Entry-Level Financial Advisor. As an Entry-Level Financial Advisor, you will play a crucial role in providing comprehensive financial guidance and support to our clients...Entry levelRemote jobFlexible hours
- An established industry player is seeking motivated individuals to join as Financial Advisors in Midtown Manhattan. This exciting opportunity is perfect for recent graduates or career changers looking to thrive in financial services. As a Financial Advisor, you will develop...Entry level
- Financial Consultant (Entry-Level & Career-Changers Welcome) Remote | Flexible Schedule | Training Provided | Commission + Bonuses Launch a Career in Financial Services — No Experience Required We're expanding and looking for driven, coachable individuals who want to build...Entry levelFull timePart timeFor contractorsRemote workFlexible hours
$150k - $300k
...take control of their career and help others do the same. As a Financial Advisor, you’re not just taking a job — you’re building your own... ...nationally recognized company — apply now to learn more. Seniority level Entry level Employment type Full-time Job function Finance and...Entry levelFull timePart timeLocal areaFlexible hours$150k
You became an advisor to advise, not to prospect endlessly, juggle paperwork, and build everything alone. At Retirement Capital, we... ...recommending annuity solutions when appropriate. This is not an entry-level role, and it’s not a lone-wolf setup. If you’re tired of...Entry level- Join our team as a Licensed Financial Advisor and make a meaningful impact on the financial futures of clients. At New York Life Insurance - Hui Ling Zhang, we empower you to provide personalized advice, helping individuals and families achieve their financial goals with...Entry level
$60k - $80k
...Northwestern Mutual Recruiter at Tri-Harbor Financial Group of Northwestern Mutual Wealth... ...Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2... ...solely on production. Seniority level Seniority level Entry level Employment type Employment type...Entry levelFull timeFor contractorsWork experience placementWork at office$116k
A financial services firm in New York is seeking an enthusiastic entry-level financial advisor. The role offers opportunities for growth and focuses on helping clients reach their financial goals through various planning services. Candidates should be dedicated to excellent...Entry level$116k
New York Life Insurance - New York City is seeking an eager entry-level financial advisor driven to help clients achieve their financial goals. Responsibilities include developing tailored financial plans, identifying new clients, and making strategic investment recommendations...Entry level$77k - $202k
...Specialism Finance Management Level Senior Associate Job Description... ...providing consulting services related to financial management and strategy. These individuals... ...PwC does not intend to hire experienced or entry level job seekers who will need, now or in...Entry levelH1b- ...Citi is seeking an entry-level Personal Banker to assist in the execution of sales, products or service activities in coordination with the customer service team. The role aims to foster relations with customers to build loyalty and to help increase sales to individual...Entry level
- Citibank (Switzerland) AG is seeking a Personal Banker in New York. This full-time position involves assisting in sales and customer relationship management, with a focus on building loyalty and increasing sales for individual clients. The ideal candidate will have up ...Entry levelFull time
$116k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...Entry levelStart working today- ...Citi is seeking an entry level Personal Banker for the Syosset Branch in New York. The role focuses on building customer relationships, supporting sales activities, and delivering exceptional client service. Ideal candidates will have 0-2 years of relevant experience,...Entry level
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