Entry-Level Financial Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Equitable · 2 days ago

Entry-Level Financial Advisor

positionRochester, NY
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$66K/yr - $135K/yr

Equitable Advisors is dedicated to making a positive impact in the lives of its clients through a network of over 4,300 financial professionals. The role of an Entry-Level Financial Advisor involves building client relationships, developing personalized financial strategies, and consulting on financial products and services to help clients achieve their financial goals.

BankingConsultingFinancial Services
badNo H1Bnote

Responsibilities

Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Discuss financial products and services tailored to clients' unique situations

Qualification

State Life & Health licensingSIE licensingSeries 7 licensingSeries 66 licensingBachelor's degreeEntrepreneurial spiritCommunication SkillsCollaboration

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
Ability to commute to Rochester, NY 14623
Ability to relocate to Rochester, NY 14623 before starting work

Benefits

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Vision insurance

Company

Equitable

twittertwittertwitter
Glassdoor3.6
company-logo
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
dateFounded in 1859
location
New York, New York, USA
people-size5001-10000 employees
web-link
https://equitable.com/

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mark Pearson
CEO and President
linkedin
leader-logo
Vincent Xuan
Head of Life Insurance & Bermuda CEO | Operating Committee Member
linkedin

Recent News

MarketScreener
Equitable Holdings Q3 EPS misses estimates
2025-11-04
MarketScreener
Equitable Announces Acquisition of Stifel Independent Advisors
2025-10-27
MarketScreener
Equitable announces acquisition of Stifel Independent Advisors
2025-10-27
Company data provided by crunchbase