Entry-Level Financial Advisor – Remote Training & Growth

Equitable Advisors; Charlotte (NC); On-site; USD 28,000 - 125,000; Full time

Benefits offered by this job

Health and Dental Coverage

Vision Care Coverage

401(k) Plan with Company Match

Employee Stock Purchase Plan (ESPP)

Short- and Long-Term Disability Programs

Basic Group Life Insurance

Transportation Reimbursement Incentive Program

Job summary

An established industry player seeks motivated individuals to join their team as Financial Professionals. This role offers a unique opportunity to guide clients towards financial confidence and clarity. With a strong emphasis on training and support, you will gain essential skills in client relationship management and financial planning. The company champions diversity and inclusion, providing a flexible work environment and a comprehensive benefits package. If you are passionate about making a positive impact on clients' financial futures and eager to grow your career, this opportunity is perfect for you.

Qualifications

• Entry-level training for financial professionals with a focus on client management.
• Encouragement for pursuing professional designations like CFP and ChFC.

Responsibilities

• Lead a team of Financial Advisors to help clients achieve financial clarity.
• Provide financial services and products tailored to client needs.

Skills

Client Relationship Management

Networking

Market Development

Financial Planning

Education

Bachelor's Degree

CERTIFIED FINANCIAL PLANNER (CFP)

Chartered Financial Consultant (ChFC)

Tools

Remote-work Technology Solutions

Job description

An established industry player seeks motivated individuals to join their team as Financial Professionals. This role offers a unique opportunity to guide clients towards financial confidence and clarity. With a strong emphasis on training and support, you will gain essential skills in client relationship management and financial planning. The company champions diversity and inclusion, providing a flexible work environment and a comprehensive benefits package. If you are passionate about making a positive impact on clients' financial futures and eager to grow your career, this opportunity is perfect for you.