Entry-Level Wealth Manager: Growth, Licensing & Mentorship

Equitable Advisors; Greenville (SC); On-site; USD 28,000 - 36,000; Part time

Benefits offered by this job

Comprehensive health benefits

401(k) plan

Mentorship opportunities

Flexible schedule

Commission and bonus eligible

Job summary

A financial services firm is seeking an Entry Level Wealth Manager in Greenville, SC. The successful candidate will build and nurture client relationships, develop personalized financial strategies, and discuss tailored financial products. This role requires a Bachelor’s degree, state licenses, and excellent interpersonal skills. The company promotes work-life balance with a flexible schedule and comprehensive benefits, including licensing sponsorship and mentorship opportunities.

Qualifications

• Must have state-specific Life & Health licensing, SIE, Series 7, and Series 66.
• Proven track record of success in client engagement and relationship building.
• Strong self-confidence and ability to communicate effectively.

Responsibilities

• Build and nurture client relationships at events and reviews.
• Understand clients' objectives to devise personalized financial strategies.
• Discuss tailored financial products with clients.

Skills

Values-driven

Excellent interpersonal skills

Entrepreneurial spirit

Collaboration skills

Education

Bachelor’s degree or equivalent skills and work experience

Job description

A financial services firm is seeking an Entry Level Wealth Manager in Greenville, SC. The successful candidate will build and nurture client relationships, develop personalized financial strategies, and discuss tailored financial products. This role requires a Bachelor’s degree, state licenses, and excellent interpersonal skills. The company promotes work-life balance with a flexible schedule and comprehensive benefits, including licensing sponsorship and mentorship opportunities.