Financial Advisor - Fast-Track Leadership & Growth

Equitable Advisors; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Complete benefits package

Personalized training and support

Advancement opportunities

Work-life balance

Job summary

A financial services firm is looking for a motivated Financial Advisor in Charlotte, NC. The role offers comprehensive training and support to help you build a successful career. Responsibilities include analyzing client financial information, maintaining a client base, and potentially leading a team of advisors. Preferred qualifications include a four-year degree and relevant licenses. The position provides flexible compensation and personal development opportunities.

Qualifications

• Must be authorized to work in the United States.
• Relevant professional FINRA securities registrations are a plus.
• Team player with a high degree of self-confidence.

Responsibilities

• Go through Leadership and Management Development.
• Analyze financial information to help clients meet objectives.
• Build and maintain a client base.

Skills

Results-driven

Excellent interpersonal skills

Self-starter

Communication abilities

Education

Four-year college degree

MBA, JD, CFP®, CPA or ChFC

Job description

A financial services firm is looking for a motivated Financial Advisor in Charlotte, NC. The role offers comprehensive training and support to help you build a successful career. Responsibilities include analyzing client financial information, maintaining a client base, and potentially leading a team of advisors. Preferred qualifications include a four-year degree and relevant licenses. The position provides flexible compensation and personal development opportunities.