Equitable Advisors · 2 weeks ago
Entry Level - Financial Planner
Wellesley, MA
Full-time
Onsite
New Grad, Entry Level
$32K/yr - $32K/yrEquitable Advisors is dedicated to making a positive impact in the lives of its clients. They are seeking an Entry Level Financial Planner to build client relationships, develop financial strategies, and consult on financial products tailored to clients' needs.
Financial Services
No H1B
Hiring Manager
Marsha Borre
Responsibilities
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
Qualification
Required
Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66 licensing
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
in-office presence required
Benefits
Health, dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
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