Entry-Level Financial Professional jobs in United States
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Equitable Advisors · 1 month ago

Entry-Level Financial Professional

Equitable Advisors is seeking an eager, strategic, and definitive financial advisor for an entry-level position that offers room for growth. The role focuses on helping clients identify and achieve their financial goals through various planning services.

Financial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Help clients identify and achieve their financial goals through a variety of planning services
Hone skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more
Deliver excellent client service

Qualification

Risk managementEstate planningDebt managementInvestment managementClient service

Required

Eager and strategic mindset
Ability to help clients identify and achieve financial goals
Interest in risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options
Dedication to delivering excellent client service

Company

Equitable Advisors

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We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.

H1B Sponsorship

Equitable Advisors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)

Funding

Current Stage
Late Stage

Leadership Team

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Christopher Moss
Chief Operating Officer
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David Carroll
Complex COO
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Company data provided by crunchbase