Entry-Level Wealth Manager – Columbus, OH

Equitable Advisors; Columbus (OH); On-site; USD 24,795 - 30,305; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible schedule

Commissions and bonuses

Job summary

A financial services company in Columbus, Ohio is seeking a Wealth Management Advisor to help clients with financial strategy and product consultation. This entry-level, full-time position emphasizes client engagement, financial development, and ongoing training. Candidates should possess excellent communication skills and a bachelor's degree. The company offers robust training, a stable pay of $27,550 annually, and various benefits, promoting a diverse and inclusive culture.

Qualifications

• Must have a bachelor's degree or equivalent.
• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities required.

Responsibilities

• Build and nurture client relationships.
• Understand clients' financial objectives and risk tolerance.
• Discuss tailored financial products and services.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor’s degree or equivalent

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

A financial services company in Columbus, Ohio is seeking a Wealth Management Advisor to help clients with financial strategy and product consultation. This entry-level, full-time position emphasizes client engagement, financial development, and ongoing training. Candidates should possess excellent communication skills and a bachelor's degree. The company offers robust training, a stable pay of $27,550 annually, and various benefits, promoting a diverse and inclusive culture.