Entry Level Financial Planner jobs in United States
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Equitable Advisors · 4 days ago

Entry Level Financial Planner

Equitable Advisors is a wealth management firm focused on empowering individuals and families to make impactful financial decisions. They are seeking motivated individuals to join their team in a dynamic, relationship-driven role, providing comprehensive training and support for personal and professional growth.

Financial Services
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Reed Ganey
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Qualification

State LifeHealth LicenseFINRA Series 7FINRA Series 66Bachelor's degreeClient relationship managementProduct knowledgeMarket developmentRemote-work technology

Required

Bachelor's degree or equivalent skills
State Life and Health License (or willingness to obtain)
FINRA Series 7 and 66 (or willingness to obtain with company sponsorship)

Benefits

Health
Dental
Vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life insurance
Transportation Reimbursement Incentive Program (TRIP)

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