2

Entry Level Financial Advisors Jobs in Florida (NOW HIRING)

FL · On-site

Join Equitable Advisors in a dynamic, relationship-driven role that empowers you to guide individuals and families toward impactful financial decisions. At Equitable Advisors, we cultivate a culture ...

New

Be Seen First

What You'll Do Working alongside senior advisors, you will: * Prepare comprehensive financial plans ... This isn't simply an entry-level position. It is an opportunity to develop the skills and ...

Be Seen First

What You'll Do Working alongside senior advisors, you will: * Prepare comprehensive financial plans ... This isn't simply an entry-level position. It is an opportunity to develop the skills and ...

next page

Showing results 1-20

Entry Level Financial Advisors information

What is the difference between Entry Level Financial Advisors vs Financial Analysts?

AspectEntry Level Financial AdvisorsFinancial Analysts
Required CertificationsSeries 7, Series 66, CFP (optional)None mandatory, CFA often preferred
Work EnvironmentFinancial firms, banks, advisory firmsCorporations, investment firms, banks
Primary ResponsibilitiesClient consultations, financial planning, investment adviceData analysis, financial modeling, market research
Industry UsageHigh in retail and independent advisory firmsHigh in investment banking, asset management

Entry Level Financial Advisors focus on client-facing financial planning and investment advice, often requiring certifications like Series 7 and 66. Financial Analysts primarily analyze data, create financial models, and support investment decisions, with less emphasis on client interaction. Both roles are common in financial services but serve different functions within the industry.

What are the most commonly searched types of Financial Advisors jobs in Florida?

The most popular types of Financial Advisors jobs in Florida are:

What are popular job titles related to Entry Level Financial Advisors jobs in Florida?

For Entry Level Financial Advisors jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisors jobs in Florida look for?

The top searched job categories for Entry Level Financial Advisors jobs in Florida are:

What cities in Florida are hiring for Entry Level Financial Advisors jobs?

Cities in Florida with the most Entry Level Financial Advisors job openings:

Entry Level - Financial Advisor

Equitable Advisors

Tampa, FL • On-site

Other

Posted 3 days ago

New


Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz


Job description


Overview

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Tampa, Florida.


The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.


Responsibilities

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:


  1. Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
  2. Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
  3. Contact clients periodically to determine if there have been changes in their financial status.
  4. Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.


What it takes

  1. A four-year college degree
  2. You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus)
  3. Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
  4. Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

Benefits and compensation

  1. Compensation you control and a comprehensive benefits package for eligible individuals
  2. Opportunity to work jointly with senior joint-work partners and to be coached by top performers
  3. Personalized and comprehensive training and support in all areas important to building your business
  4. A work-life balance and access to a full suite of remote-work technology solutions
  5. Advancement and management opportunities


You can build your career on your own terms. No one-track path.




Note -- applicants must be authorized to work in the United States.



Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.

GE- 7283422.1 (11/24) (Exp.11/26)








What Equitable employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859