← Search all jobs

Junior Financial Planner: Training & Licensing

Equitable Advisors

New York, NY · Posted November 10, 2026

Just laid off? Start here: a plan for the first weeks

See every open role at Equitable Advisors

More in New York job market · Professional Services & Consulting · Finance jobs

Similar jobs

Where New York, NY ranks

Where New York, NY placed in our monthly rankings, month by month. Each month stays online at its own address.

November 2026

How AI is used in this kind of work

Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

Check how this applies to your own job

About the job

Equitable Advisors is seeking an Entry-Level Financial Planner in New York, NY to build client relationships and develop personalized financial strategies. The role requires in-office presence, licensing progress, and a client-first mindset. Training includes FINRA ...