Entry Level - Financial Advisor

Build a career in wealth management with structured training, local support, and a benefits package that supports your day-to-day life. This entry-level Financial Advisor role at Equitable Advisors is onsite in Buffalo, NY and includes a defined progression to become a wealth manager through licensing sponsorship, a 120-day hands-on Personal Enrollment Program (PEP), mentorship, and stable pay plus opportunities to earn commissions and bonuses.

What you’ll do

• Develop and maintain client relationships through networking events and ongoing portfolio management, ensuring consistent communication and progress tracking
• Learn to understand client financial objectives and risk tolerance to help devise personalized strategies
• Provide clear recommendations and guidance aligned to each client’s individual situation
• Discuss financial products and services tailored to clients’ needs

Training, mentorship, and growth support

• Complete comprehensive 120-day hands-on training (PEP)
• Work with a local Vice President who provides personalized coaching throughout your journey
• Participate in mentorship and opportunities for joint work
• Access Equitable Advisors’ Virtual University for continuous learning
• For those with management ambition, access the Leadership Development School
• Get encouragement to pursue professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and Equitable Advisors’ Credentialed Holistic Financial Coach program

Compensation and benefits

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, based on a structured 40-hour workweek and $33,400 annually.

Commissions and Bonus: In addition to stable pay, financial professionals are eligible to earn commissions and bonus.

Sign-on payment eligibility: You may be eligible for $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.

• 401(k) and 401(k) matching
• Dental insurance and vision insurance
• Health insurance and health savings account
• Life insurance and disability
• Employee Stock Purchase Plan (ESPP)
• Transportation Reimbursement Incentive Program (TRIP)
• Matching gift program
• Professional development assistance

FINRA sponsorship: Provided for required FINRA licensing.

Requirements

• Bachelor’s degree or equivalent skills and work experience
• State Life & Health, SIE, Series 7, and Series 66
• Values-driven with a track record of success and accomplishment
• Excellent interpersonal and communication skills with strong self-confidence
• Entrepreneurial spirit and 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

Location and schedule

• In-office presence required (Buffalo, NY 14221)
• Flexible schedule to help maximize productivity and personal time

Application note

Equitable Advisors cannot sponsor for visa or citizenship. The application asks: Do you now, or will you in the future require sponsorship for visa or citizenship?

Impact and culture

Equitable Advisors emphasizes diversity and inclusivity, offers wellness programs and employee resource groups, and supports community engagement through initiatives like “1,000 Hours of Giving Back” sponsored by the Women’s Network and “Equitable Excellence,” which awards 200 college scholarships annually.