Entry Level Financial Sales Associate
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-09-14
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-09-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Equitable Advisor
s 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
Role Highligh
- ts Client Engagemen
t:
Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracki - ng Financial Strategy Develop men
t:
Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidan - ce Product and Service Consultatio
n:
Discuss financial products and services tailored to clients' unique situatio - ns Locatio
n:
In-office presence requir - edWork-Life Balanc
e:
Flexible schedule to maximize productivity and personal ti
- ce Educatio
n:
Bachelor's degree or equivalent skills and work experien - ce Licensin
g:
State Life & Health, SIE, Series 7, Series - 66
Personal Attribute
s: values-driven with a track record of success and accomplish me - nt Communication Skill
s: excellent interpersonal and communication abilities with strong self-confiden - ce Mindset
: entrepreneurial spirit with a desire to positively impact others' liv - es Collaboratio
n: ability to work with and learn from top performe - rsWork Authorization
n: must be authorized to work in the United Stat
- ntFINRA Sponsorshi
p: provided for required FINRA licensi - ng Preliminary Employment Period (PEP
): comprehensive 120-day hands-on traini - ng Virtual Universit
y: access to Equitable Advisors' Virtual University for continuous learni - ng Mentorshi
p: opportunities for joint work and mentorsh - ip Personalized Coachi
ng:
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 succe - ed Leadership Develop men
t: access to Leadership Development School for those with management ambiti - on Professional Growt
h: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach progr - tsSign-On Payment Eligibilit
y: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registration - s.
Stable Pay:
After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $33,400 annual - ly.
Commissions and Bonus:
In addition to Stable Pay, financial professionals are eligible to earn commissions and bo - nus.
Benefits Eligibili
ty:
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 t
lture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and…
Position Requirements
Less than 1 Year
work experience
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