Entry Level - Financial Advisor
Equitable Advisors
Job Description – Entry Level – Financial Advisor – NC, Charlotte (PIN_42276) Primary Location United States – NC – Charlotte 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 : based on the time it takes you to complete the company‑sponsored required FINRA licenses and registrations and enter PEP. Stable Pay : Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management. Commissions and Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits : Comprehensive benefits programs for eligible financial professionals 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 is an equal opportunity employer. M/F/D/V. #J-18808-Ljbffr Equitable Advisors
$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 clients achieve their monetary goals...Entry levelWork at office- ...Director ► Recruiting Top Talent in Financial Services to Serve with Excellence Company... ...-time remote role for a Financial Advisor at 1847Financial. The Financial Advisor... .../LTC Insurance Licenses Seniority level Seniority level Entry level Employment type Employment type...Entry levelFull timeRemote workWork from homeFlexible hours
$80k
...a professional career helping individuals and families build financial security. No prior financial industry experience required - we... ...Industry-leading training Licensing support Mentorship from top advisors Leadership growth path Full benefits package Compensation...Entry levelCurrently hiringWork at office- New York Life Insurance Company invites applications for a Financial Professional who will run a client-centric practice with the support of a Fortune 100 company. You’ll guide individuals, families and businesses toward their financial futures using our broad product lines...Entry level
- ...industry player seeks motivated individuals to join their team as Financial Professionals. This role offers a unique opportunity to guide... ...on clients' financial futures and eager to grow your career, this opportunity is perfect for you. #J-18808-Ljbffr Equitable AdvisorsEntry levelRemote jobFlexible hours
- Equitable Advisors is seeking an Entry Level Financial Advisor in Charlotte, NC. In this role, you will build client relationships, develop personalized financial strategies, and consult on financial products. A Bachelor’s degree or equivalent skills is required. We offer...Entry levelTraineeshipFlexible hours
- A financial services firm seeks an Entry Level Financial Advisor in Charlotte, NC, dedicated to helping clients achieve financial wellness. The role involves client engagement, developing personalized financial strategies, and consultation on financial products. Candidates...Entry levelFlexible hours
$75k
Hudnall Capital Advisors in Charlotte, North Carolina is seeking an entry-level financial advisor to join their expanding firm. The role requires strong communication and analytical skills to help clients achieve their financial goals. Candidates should have a Bachelor'...Entry level$75k
...Job Description Job Description 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...Entry levelWork at office- Role Overview Internal Audit and Financial Advisory consultants work with Protiviti’s clients, who are typically among the world’s leading... ...Office Suite, data visualization tools like Power BI Entry‑level proficiency in software development, best practices, and methodologies...Entry levelWork at office
- ...Job Description Grow with us! We are a Fortune 100 Company looking to grow our team of Financial Professionals in the Charlotte area. Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with...Entry levelPermanent employment
- ...Financial Analyst - FP&A - Entry Level To Apply Now – email your resume to ****@*****.*** Highly visible and broad functioning role that will assist with critical functions of business planning and reforecasting, valuations, and internal...Entry levelWork experience placement
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago... ..., licensure requirements and/or skill level and will be finalized at the time of offer... ...Nationwide Seniority level Seniority level Entry level Employment type Employment type...Entry levelRemote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago... ..., licensure requirements and/or skill level and will be finalized at the time of offer... ...Nationwide Seniority level Seniority level Entry level Employment type Employment type...Entry levelRemote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- Feitong Buke in Charlotte seeks an Entry Level Financial Analyst to assist with business planning and internal reporting processes. This role requires a Bachelor's degree in Business Management, Accounting, Finance, or Real Estate. The successful candidate will have advanced...Entry level
- ...A leading IT consulting firm is seeking a Junior Project Manager for a contract position in Charlotte, NC. This entry-level role requires strong project management skills, with a focus on scope and schedule management. Candidates should have at least 2 years of experience...Entry levelContract work
- ...Mark Rink. in Charlotte, NC, is looking for a motivated Entry Level Marketing Specialist to join their dynamic team. This role is perfect for recent graduates seeking hands-on experience in various marketing aspects, from digital campaigns to data analysis. The ideal candidate...Entry level
- ...Charlotte, North Carolina, United States About the job Data Entry Coordinator Junior (Remote) Important: You Will Receive An Email... ...and an eye for detail? If so, we have the perfect entry-level opportunity for you as a Remote Data Entry Operator at our company...Entry levelRemote work
- ...The position at our company is an entry-level position so no direct experience is necessary. We believe that hard work, a student mentality... ...own time and work schedule. Fun, team building environment Financial management, business management, time management Philanthropy...Entry level
- A data management company is seeking a detail-oriented Data Entry Coordinator Junior for a remote position. The role involves accurately... ...passion for precision and possess an eye for detail. This entry-level opportunity offers a chance to develop skills in data management...Entry levelRemote work
$34.68 - $57.23 per hour
...Trinnex, located in Charlotte, North Carolina, is seeking an Entry-Level Full Stack Developer to work on innovative, high-impact applications that integrate sensor data, geospatial technologies, and AI-powered systems. This role offers the opportunity to assist in both...Entry levelHourly pay- Apex CLT Corp in Charlotte, NC is seeking an organized and enthusiastic Entry Level Event Coordinator to support the planning and execution of promotional events and customer engagement initiatives for diverse audiences. This role offers hands-on experience in a collaborative...Entry level
- ...is collaborating with Vanguard to connect them with exceptional professionals for this role. Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial...Work at officeRemote workRelocationMonday to Friday
- A regional financial institution is hiring an entry-level inside sales professional to develop into a Junior Mortgage Banker in Charlotte, NC. This full-time position is 100% remote and offers paid training, a competitive base salary, and monthly bonuses. Candidates should...Entry levelFull timeRemote work
- Alphabe Insight Inc is seeking a motivated Entry Level Communications Assistant in Charlotte, NC. The ideal candidate will assist in media, public relations, and corporate communications while growing their skills in a dynamic team environment. Your responsibilities will...Entry level
$130k - $150k
Simplify Compliance in the United States is seeking an Entry Level Strategic Learning Partner to join our Sales Team remotely. You will identify learning development and strategic HR needs, guiding solutions while managing the full sales cycle from prospecting through contract...Entry levelRemote jobContract work- A data entry company is seeking a Remote Data Entry Operator in Charlotte, North Carolina. This entry-level position requires attention to detail, as you'll input and maintain large volumes of data while ensuring accuracy. The role involves collaboration with teams and...Entry levelRemote job
- Dewberry Engineers Incorporated is looking for an Entry Level Water / Wastewater Engineer to join our Charlotte, NC office's Water Group. This role involves supporting diverse water and wastewater projects, collaborating in multi-disciplinary teams for planning, design,...Entry levelWork at office
- ...Analyst to support the company's daily treasury operations, cash management, and project funding activities in Charlotte, NC. In this entry-level finance role, you will assist with bank reconciliations, cash flow reports, forecasting, and collaboration across Finance,...Entry level
- ...existing systems. A Bachelor's degree in electrical or automation engineering and 0+ years of related experience are required. The role is an excellent opportunity for entry-level engineers to develop their skills in a dynamic environment. #J-18808-Ljbffr M.C. Dean, Inc.Entry level
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