Entry-Level Financial Planner - CO, Englewood (5266)

EQH • Englewood, CO

7d • Onsite

About The Position

Equitable Advisors is hiring an Entry-Level Financial Planner in Englewood, Colorado. The role focuses on helping individuals and families work toward their financial goals by building client relationships, understanding financial objectives and risk tolerance, developing personalized strategies, and discussing appropriate financial products and services. The position requires an in-office presence and offers a flexible schedule.

The role includes a 120-day hands-on Preliminary Employment Period (PEP), sponsorship for required FINRA licensing, access to the company's Virtual University, mentorship and joint-work opportunities, and personalized coaching from a local Vice President. After successfully completing PEP, the financial professional may be eligible for biweekly stable pay for up to the first 24 months, based on a structured 40-hour workweek and an annual amount of $31,700, in addition to potential commissions and bonuses. Eligible financial professionals may participate in the company's benefits programs, subject to applicable terms and conditions.

Requirements

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, and Series 66 licenses or registrations; required FINRA licensing is sponsored by the company.
• Values-driven, with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities and strong self-confidence.
• Entrepreneurial spirit and desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Nice To Haves

• Interest in pursuing professional designations such as CFP®, ChFC, or the company's Credentialed Holistic Financial Coach program.
• Management ambitions and interest in the Leadership Development School.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Maintain consistent client communication and track progress.
• Understand clients' financial objectives and risk tolerance to develop personalized strategies.
• Provide clear financial recommendations and guidance.
• Discuss financial products and services tailored to clients' situations.
• Participate in training, mentorship, coaching, and ongoing professional development.

Benefits

• Potential $250–$1,000 sign-on payment after signing the PEP agreement, based on successful completion of company-sponsored required FINRA licenses and registrations within the 120-day timeline.
• Biweekly stable pay for up to the first 24 months after successfully completing PEP, based on a structured 40-hour workweek and $31,700 annually.
• Eligibility to earn commissions and bonuses in addition to stable pay.
• Eligible financial professionals may participate in health, dental, and vision insurance; 401(k); Employee Stock Purchase Plan; disability insurance; life insurance; and the Transportation Reimbursement Incentive Program, subject to program terms and conditions.
• Wellness programs and employee resource groups.
• Access to training, mentorship, coaching, and professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level