Entry-Level Wealth Advisor: Build Financial Futures

Equitable Advisors; Raleigh (NC); On-site; USD 30,000 - 50,000; Part time

Benefits offered by this job

Comprehensive benefits programs including health, dental, and vision

401(k) and Employee Stock Purchase Plan (ESPP)

Sign-on payment based on licensing completion

Job summary

A financial services firm is seeking an Entry Level Wealth Manager for its offices in North Carolina. The role involves building and managing client relationships, developing personalized financial strategies, and providing tailored product consultations. Applicants should possess a Bachelor's degree and excellent communication skills. The position offers a part-time commitment with training and development programs, including FINRA licensing sponsorship and mentorship opportunities.

Qualifications

• Must be authorized to work in the United States.
• Excellent communication skills with strong self-confidence.
• Values-driven with a track record of success and accomplishment.

Responsibilities

• Build and nurture client relationships through networking.
• Understand clients' financial objectives to devise strategies.
• Discuss tailored financial products and services with clients.

Skills

Excellent interpersonal and communication abilities

Values-driven with a track record of success

Entrepreneurial spirit

Ability to work collaboratively

Education

Bachelor's degree or equivalent experience

Tools

FINRA Licensing (SIE, Series 7, Series 66)

Job description

A financial services firm is seeking an Entry Level Wealth Manager for its offices in North Carolina. The role involves building and managing client relationships, developing personalized financial strategies, and providing tailored product consultations. Applicants should possess a Bachelor's degree and excellent communication skills. The position offers a part-time commitment with training and development programs, including FINRA licensing sponsorship and mentorship opportunities.