Wealth Management Advisor — Remote Growth & Impact
Equitable Advisors
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Benefits offered by this job
Job summary
Equitable Advisors is hiring Financial Professionals in Atlanta, GA. The role focuses on delivering personalized financial guidance, building a client base, and maintaining plans with ongoing client contact.
You’ll work with holistic life planning strategies and offer suitable financial products and services. Applicants must obtain state life and health licenses, SIE, and FINRA Series 7/66; other designations are a plus.
Qualifications
- Entrepreneurial mindset and client relationship building are valued.
- Self-motivation, integrity, and a strong work ethic are essential.
- Licensing requirements include state life/health, SIE, Series 7 and 66.
Responsibilities
- Provide knowledgeable, objective financial guidance and customized strategies to consumer segments.
- Build and maintain client base, keep plans up-to-date, acquire new clients.
- Contact clients periodically to assess changes in their financial status.
- Incorporate holistic life planning and financial planning to offer appropriate products and services.
Skills
Tools
Job description
Equitable Advisors is hiring Financial Professionals in Atlanta, GA. The role focuses on delivering personalized financial guidance, building a client base, and maintaining plans with ongoing client contact.
You’ll work with holistic life planning strategies and offer suitable financial products and services. Applicants must obtain state life and health licenses, SIE, and FINRA Series 7/66; other designations are a plus.
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