Ambitious Financial Advisor: Training, Licensing & Growth

Equitable Advisors; Ponce (PR); On-site; USD 38,000 - 52,000; Full time

Job summary

Equitable Advisors seeks an Entry Level – Financial Advisor in Ponce, PR to build client relationships, develop financial strategies, and discuss tailored products. In-office presence is required as you begin your journey toward wealth management through licensing and training.

Ideal candidates hold a Bachelor's degree or equivalent, with licensing in State Life & Health, SIE, Series 7 and 66. Strong communication, an entrepreneurial mindset, and commitment to growth are essential.

Qualifications

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

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client Engagement

Financial Strategy

Product Consultation

Communication Skills

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks an Entry Level – Financial Advisor in Ponce, PR to build client relationships, develop financial strategies, and discuss tailored products. In-office presence is required as you begin your journey toward wealth management through licensing and training.

Ideal candidates hold a Bachelor's degree or equivalent, with licensing in State Life & Health, SIE, Series 7 and 66. Strong communication, an entrepreneurial mindset, and commitment to growth are essential.