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Entry Level - Financial Advisor - HI,… at Equitable · Honolulu
Entry LevelOn-siteHonolulu, HI$41k–$41k/yr
Skills
state life & health licensesie licenseseries 7 licenseseries 66 licensefinancial strategy developmentportfolio management
Job Description
Summary: Equitable Advisors is dedicated to making a positive impact in the lives of its clients. They are seeking an Entry Level Financial Advisor to build client relationships, develop financial strategies, and consult on financial products tailored to client needs.
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
Required Qualifications:
- 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
Required Skills: State Life & Health License, SIE License, Series 7 License, Series 66 License, Financial Strategy Development, Portfolio Management
Benefits: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., Biweekly stable pay for up to your first 24 months as a financial professional, Commissions and bonus, Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time., Wellness programs, Employee resource groups, "1,000 Hours of Giving Back," sponsored by our Women’s Network, “Equitable Excellence,” which awards 200 college scholarships annually, Access to Equitable Advisors' Virtual University for continuous learning, Opportunities for joint work and mentorship, Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, Access to Leadership Development School for those with management ambition, Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Benefits
$250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Biweekly stable pay for up to your first 24 months as a financial professional
Commissions and bonus
Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Wellness programs
Employee resource groups
"1,000 Hours of Giving Back," sponsored by our Women’s Network
“Equitable Excellence,” which awards 200 college scholarships annually
Access to Equitable Advisors' Virtual University for continuous learning
Opportunities for joint work and mentorship
Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Access to Leadership Development School for those with management ambition
Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program