Entry Level – Financial Advisor
Not Disclosed•Full-TimeOn-site
location_on10701, West Palmetto Park Road, Palm Beach County, Florida, 33428, United States
About Equitable Advisors
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. We value diversity and inclusivity, offering 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.
About the Role
This role is designed for individuals with an entrepreneurial spirit who desire to positively impact others' lives. You will build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking. Your focus will be on understanding clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance on financial products and services tailored to their unique situations.
While in-office presence is required, the role offers a flexible schedule to maximize productivity and personal time. You will collaborate with and learn from top performers, supported by a local Vice President who will provide personalized coaching and mentorship throughout your journey.
Training & Development
We invest in your success with a comprehensive 120-day hands-on Preliminary Employment Period (PEP). We provide FINRA sponsorship for required licensing and offer access to Equitable Advisors' Virtual University for continuous learning. For those with management ambition, we provide access to Leadership Development School. We also encourage the pursuit of professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Equal Opportunity
Equitable Advisors, LLC is an equal opportunity employer. We consider qualified applicants regardless of background, race, color, religion, sex, national origin, age, disability, or veteran status.
Work location
Work model: On-site
10701, West Palmetto Park Road, Palm Beach County, Florida, 33428, United States
Florida
Key Responsibilities
- check_circleBuild and nurture client relationships through networking events and portfolio management
- check_circleEnsure consistent communication and progress tracking with clients
- check_circleUnderstand clients' financial objectives and risk tolerance to devise personalized strategies
- check_circleOffer clear financial recommendations and guidance to help clients achieve goals
- check_circleDiscuss financial products and services tailored to clients' unique situations
Requirements
- verifiedBachelor's degree or equivalent skills and work experience
- verifiedState Life & Health license
- verifiedSIE license
- verifiedSeries 7 license
- verifiedSeries 66 license
- verifiedAuthorized to work in the United States
Benefits & Perks
check_circleComprehensive health, dental, and vision insurancecheck_circle401(k) retirement plancheck_circleEmployee Stock Purchase Plan (ESPP)check_circleDisability insuranceLife insurance
Similar Job Opportunities
Skills, education and keywords
Skills: State Life & Health, Sie, Series 7, Series 66, Certified Financial Planner, Chartered Financial Consultant, Credentialed Holistic Financial Coach.
Education: Bachelor's degree or equivalent skills and work experience.
Frequently asked questions about Entry Level – Financial Advisor at AXA US
What does a Entry Level – Financial Advisor at AXA US do?expand_more
In this Entry Level – Financial Advisor at AXA US role, you will build and nurture client relationships through networking events and portfolio management; ensure consistent communication and progress tracking with clients; understand clients' financial objectives and risk tolerance to devise personalized strategies; and offer clear financial recommendations and guidance to help clients achieve goals.
What are the requirements for this Entry Level – Financial Advisor role?expand_more
To qualify for the Entry Level – Financial Advisor at AXA US position, applicants should have: Bachelor's degree or equivalent skills and work experience; State Life & Health license; SIE license; Series 7 license; Series 66 license; and Authorized to work in the United States.
Where is the Entry Level – Financial Advisor role at AXA US located?expand_more
Entry Level – Financial Advisor at AXA US is based in 10701, West Palmetto Park Road, Palm Beach County, Florida, 33428, United States. This is a on-site role.
Is this Entry Level – Financial Advisor job remote, hybrid, or on-site?expand_more
AXA US has listed this Entry Level – Financial Advisor role as on-site.
How much experience is required for this Entry Level – Financial Advisor role?expand_more
Candidates for Entry Level – Financial Advisor at AXA US should have entry level.
What skills do you need for the Entry Level – Financial Advisor role at AXA US?expand_more
Key skills for Entry Level – Financial Advisor at AXA US include State Life & Health; Sie; Series 7; Series 66; Certified Financial Planner; Chartered Financial Consultant; and Credentialed Holistic Financial Coach.
What education is required for Entry Level – Financial Advisor at AXA US?expand_more
Educational requirements for this role: Bachelor's degree or equivalent skills and work experience.
What category does the Entry Level – Financial Advisor role belong to?expand_more
Entry Level – Financial Advisor at AXA US is part of the accounting & finance job category on Recrutus.
About AXA US
EQH, headquartered in New York, NY, is a financial services holding company and parent to AXA Equitable Life, a prominent entity in the insurance sector. Founded in 1859, the organization serves over 2.8 million customers, overseeing more than $196 billion in assets under management (as of December 31, 2018). AXA Equitable Life focuses on retirement planning, family financial protection, and long-term wealth strategies, offering solutions designed to support individuals in achieving secure futures. The company operates within the broader insurance and financial services landscape, emphasizing stability and client-focused solutions.
Browse more roles: All AXA US jobs, accounting & finance jobs on Recrutus.