Financial Advisor – Client Growth & Licensing Training

Equitable Advisors; Warwick (RI); Hybrid; USD 24,000 - 30,000; Full time

Benefits offered by this job

Health benefits

401(k)

Flexible schedule

FINRA sponsorship for licensing

Job summary

A leading financial services firm in Warwick, RI, seeks dedicated individuals to join as financial advisors. This role focuses on engaging clients, educating them on tailored financial solutions, and ensuring exceptional service delivery. Ideal candidates will have a Bachelor's degree, relevant licenses, and strong interpersonal skills. The position includes flexible working conditions and opportunities for professional growth including mentorship and continuous learning.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a record of success.
• Excellent interpersonal and communication abilities.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on financial products and services.
• Ensure confidentiality and prepare appropriate products and services.

Skills

Client Engagement

Communication Skills

Personal Attributes

Collaboration

Entrepreneurial Spirit

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

A leading financial services firm in Warwick, RI, seeks dedicated individuals to join as financial advisors. This role focuses on engaging clients, educating them on tailored financial solutions, and ensuring exceptional service delivery. Ideal candidates will have a Bachelor's degree, relevant licenses, and strong interpersonal skills. The position includes flexible working conditions and opportunities for professional growth including mentorship and continuous learning.