Client-Focused Wealth Advisor: Licensing Path

Equitable Advisors; Minneapolis (MN); On-site; USD 34,000 - 52,000; Full time

Job summary

Equitable Advisors in Minneapolis seeks a driven financial professional to engage clients, develop personalized financial strategies, and consult on products and services.

You will complete licensing through FINRA sponsorship (SIE, Series 7, 66, Life & Health) and participate in a 120-day training with mentorship and career growth. After training, expect biweekly stable pay of $34,200 per year with commissions and bonus, plus full benefits and ongoing education.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Client engagement: build and nurture client relationships through networking and portfolio management.
• Financial strategy development: tailor objectives and risk tolerance into personalized plans.
• Product and service consultation: discuss financial products suitable for clients' situations.
• Location: in-office presence required and schedule supports work-life balance.

Skills

Communication skills

Relationship building

Client engagement

Self-confidence

Education

Bachelor's degree or equivalent skills and work experience

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors in Minneapolis seeks a driven financial professional to engage clients, develop personalized financial strategies, and consult on products and services.

You will complete licensing through FINRA sponsorship (SIE, Series 7, 66, Life & Health) and participate in a 120-day training with mentorship and career growth. After training, expect biweekly stable pay of $34,200 per year with commissions and bonus, plus full benefits and ongoing education.