Entry-Level Wealth Advisor: Licensing & Mentorship

Equitable Advisors; Indianapolis (IN); On-site; USD 21,600 - 26,400; Full time

Benefits offered by this job

Health, dental, and vision benefits

401(k) and Employee Stock Purchase Plan

Disability and life insurance

Job summary

Equitable Advisors in Indianapolis is seeking driven individuals for a wealth management career. This role involves building client relationships, developing personalized financial strategies, and providing product consultations.

Ideal candidates possess strong interpersonal skills and relevant licenses. Training includes mentorship and continuous learning opportunities. A flexible work schedule and comprehensive benefits are provided as part of a supportive workplace culture dedicated to making a positive impact.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success.
• Must possess excellent interpersonal and communication skills.

Responsibilities

• Build and nurture client relationships through networking.
• Devise personalized financial strategies for clients.
• Discuss financial products tailored to client needs.

Skills

Interpersonal communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent skills and work experience

Tools

SIE

Series 7

Series 66

Job description

Equitable Advisors in Indianapolis is seeking driven individuals for a wealth management career. This role involves building client relationships, developing personalized financial strategies, and providing product consultations.

Ideal candidates possess strong interpersonal skills and relevant licenses. Training includes mentorship and continuous learning opportunities. A flexible work schedule and comprehensive benefits are provided as part of a supportive workplace culture dedicated to making a positive impact.