Entry Level-Financial Advisor

Equitable Advisors; Fort Wayne (IN); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Comprehensive benefits package

Personalized training and support

Work-life balance

Advancement opportunities

Job summary

A financial services company in Fort Wayne is seeking motivated individuals for the Financial Professional role. This position entails building relationships, providing customized financial guidance, and helping clients plan for their financial futures. The ideal candidate will be results-driven and possess relevant licenses. Competitive compensation with a comprehensive benefits package is offered.

Qualifications

• Experience in sales, consulting, or marketing is beneficial.
• Capable of providing customized financial strategies.
• Motivated to help clients reach financial goals.

Responsibilities

• Provide knowledgeable financial guidance and services.
• Build and maintain a client base.
• Contact clients to update their financial plans.
• Integrate holistic financial planning in services.

Skills

Results-driven

Integrity

Strong work ethic

Ability to build relationships

Education

State life and health licenses

SIE, FINRA Series 7 and 66 licenses

Job description

6 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Equitable Advisors

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Fort Wayne.

The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.

Responsibilities

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional.

In that role, you will:

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
• Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status.
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.

What it takes

• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus)
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

Benefits and compensation

• Compensation you control and a comprehensive benefits package for eligible individuals
• Opportunity to work jointly with senior joint-work partners and to be coached by top performers
• Personalized and comprehensive training and support in all areas important to building your business
• A work-life balance and access to a full suite of remote-work technology solutions
• Advancement and management opportunities

You can build your career on your own terms. No one-track path.

Note -- applicants must be authorized to work in the United States.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.

GE- 7283422.1 (11/24) (Exp.11/26)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Consulting, and Marketing

Referrals increase your chances of interviewing at Equitable Advisors by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Pension plan

Tuition assistance

Paid maternity leave

Paid paternity leave

Get notified about new Financial Advisor jobs in Fort Wayne, IN.

Fort Wayne, IN $85,000.00-$105,000.00 1 week ago

Fort Wayne, IN $102,400.00-$204,100.00 2 weeks ago

Fort Wayne, IN $140,000.00-$306,100.00 2 weeks ago

Fort Wayne, IN $50,000.00-$125,000.00 5 days ago

CFA - Chartered Financial Analyst - Level 1 Tutor

Accounting Director / Director of Financial Reporting

Fort Wayne, IN $120,000.00-$150,000.00 1 week ago

CFA - Chartered Financial Analyst - Level 2 Tutor

Annuity Client Communication, Business Analysis

Fort Wayne, IN $69,000.00-$124,600.00 1 week ago

Fort Wayne, IN $63,000.00-$86,000.00 1 month ago

Fort Wayne, IN $80,450.90-$107,644.25 3 days ago

Fort Wayne, IN $40,000.00-$70,000.00 1 month ago

CNA/QMA, Inpatient Unit, 36 Hr/Wk, 12 Hr Shifts .9FTE

Fort Wayne, IN $53,000.00-$65,000.00 4 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.