Entry-Level Wealth Manager - Licensing & Mentorship

Equitable Advisors; Wilmington (NC); On-site; USD 40,000 - 60,000; Part time

Benefits offered by this job

Comprehensive benefits programs

Professional development opportunities

Flexible scheduling

Job summary

A financial services firm is seeking an Entry Level Wealth Manager in Wilmington, NC. This role involves building client relationships and developing personalized financial strategies. Candidates should have a bachelor's degree and be authorized to work in the U.S. This position offers flexible scheduling and comprehensive benefits, including professional development opportunities through mentorship and sponsorship for financial licensing.

Qualifications

• Must have a bachelor's degree or equivalent work experience.
• Must be authorized to work in the United States.
• Strong interpersonal and communication skills are vital.

Responsibilities

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

Skills

Excellent interpersonal skills

Communication abilities

Values-driven mindset

Entrepreneurial spirit

Team collaboration

Education

Bachelor's degree or equivalent skills and work experience

Tools

Life & Health License

SIE

Series 7

Series 66

Job description

A financial services firm is seeking an Entry Level Wealth Manager in Wilmington, NC. This role involves building client relationships and developing personalized financial strategies. Candidates should have a bachelor's degree and be authorized to work in the U.S. This position offers flexible scheduling and comprehensive benefits, including professional development opportunities through mentorship and sponsorship for financial licensing.