Financial Advisor: Strategic Client Planning & Growth

Equitable Advisors; Town of Tonawanda (NY); On-site; USD 32,400 - 135,000; Full time

Benefits offered by this job

Health insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive Program (TRIP)

Job summary

A leading financial services firm in the Town of Tonawanda is seeking a dedicated Wealth Manager to build client relationships and provide personalized financial strategies. Successful candidates will have a Bachelor's degree or equivalent experience, excellent communication skills, and a drive to positively impact clients' lives. The role includes comprehensive training, competitive compensation with commissions, and a supportive culture focused on professional growth.

Qualifications

• Must be authorized to work in the United States.
• Track record of success and accomplishment required.
• Ability to work with and learn from top performers.

Responsibilities

• Build and nurture client relationships through networking.
• Devise personalized strategies based on clients' financial objectives.
• Discuss financial products tailored to clients’ situations.

Skills

Excellent interpersonal and communication abilities

Entrepreneurial spirit

Values-driven mindset

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

State Life & Health

SIE

Series 7

Series 66

Job description

A leading financial services firm in the Town of Tonawanda is seeking a dedicated Wealth Manager to build client relationships and provide personalized financial strategies. Successful candidates will have a Bachelor's degree or equivalent experience, excellent communication skills, and a drive to positively impact clients' lives. The role includes comprehensive training, competitive compensation with commissions, and a supportive culture focused on professional growth.