Entry-Level Wealth Planner - Flexible Schedule & Impact

Equitable Advisors; Jacksonville (FL); Vor Ort; USD 73.500 - 131.250; Teilzeit

Benefits dieser Stelle

Health insurance

401(K)

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive Program (TRIP)

Zusammenfassung

A wealth management leader in Jacksonville is seeking a part-time professional focused on client engagement and financial product consultation. The role requires a bachelor's degree or equivalent experience, and candidates must possess necessary state licenses. The company offers comprehensive training, mentorship, and a competitive salary range from $73,500 to $131,250, along with benefits such as health insurance and 401(k).

Aufgaben

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services.
• Analyze and organize client data while maintaining confidentiality.

Kenntnisse

Bachelor's degree or equivalent work experience

State Life & Health Licensing

SIE Certification

Series 7 Certification

Series 66 Certification

Excellent interpersonal and communication skills

Entrepreneurial mindset

Ability to work collaboratively

Jobbeschreibung

A wealth management leader in Jacksonville is seeking a part-time professional focused on client engagement and financial product consultation. The role requires a bachelor's degree or equivalent experience, and candidates must possess necessary state licenses. The company offers comprehensive training, mentorship, and a competitive salary range from $73,500 to $131,250, along with benefits such as health insurance and 401(k).