Wealth Advisor in Training: Licensing & Mentorship

Equitable Advisors; Poitiers; Vor Ort; EUR 71.000 - 106.000; Vollzeit

Benefits dieser Stelle

Health Insurance

Dental Insurance

Vision Insurance

401(k)

ESPP

Transit Reimbursement

Zusammenfassung

Equitable Advisors seeks a Financial Professional in Franklin, TN to build lasting client relationships, develop tailored financial strategies, and discuss products and services. The in-office role emphasizes licensing through FINRA, ongoing development, and mentoring within a supportive network of advisors.

You will engage clients through networking, manage portfolios, and collaborate with top performers while pursuing professional designations such as CFP, ChFC, and the firm’s holistic

Qualifikationen

• Education: Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal Attributes: values-driven with a track record of success and accomplishment
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration: ability to work with and learn from top performers
• Work Authorization: must be authorized to work in the United States

Aufgaben

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
• Location: In-office presence required
• Work-Life Balance: Flexible schedule to maximize productivity and personal time

Kenntnisse

Communication Skills

Interpersonal Skills

Entrepreneurial Spirit

Work Authorization

Values-driven

Ausbildung

Bachelor's degree or equivalent skills and work experience

Jobbeschreibung

Equitable Advisors seeks a Financial Professional in Franklin, TN to build lasting client relationships, develop tailored financial strategies, and discuss products and services. The in-office role emphasizes licensing through FINRA, ongoing development, and mentoring within a supportive network of advisors.

You will engage clients through networking, manage portfolios, and collaborate with top performers while pursuing professional designations such as CFP, ChFC, and the firm’s holistic