Financial Advisor - Training, Mentorship & Growth

Equitable Advisors; Columbus (OH); On-site; USD 24,795 - 30,305; Full time

Benefits offered by this job

Access to Virtual University for continuous learning

Comprehensive benefits programs including health and dental

Stable pay for up to the first 24 months as a financial professional

Job summary

A financial services firm in Columbus, Ohio, seeks a motivated individual to build client relationships and provide tailored financial strategies. The role requires a Bachelor's degree and expertise in communication and collaboration. Responsibilities include engaging with clients, understanding their financial goals, and advising on relevant products. A flexible schedule enhances work-life balance, alongside comprehensive training and development opportunities in financial planning and advisory, aiming to foster professional growth.

Qualifications

• Must be authorized to work in the United States.
• Strong self-confidence in communication and interpersonal skills.
• Values-driven with a track record of success.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives and devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.

Skills

Interpersonal communication

Entrepreneurial spirit

Client relationship building

Collaboration with top performers

Education

Bachelor's degree or equivalent skills and work experience

Tools

FINRA licensing

Job description

A financial services firm in Columbus, Ohio, seeks a motivated individual to build client relationships and provide tailored financial strategies. The role requires a Bachelor's degree and expertise in communication and collaboration. Responsibilities include engaging with clients, understanding their financial goals, and advising on relevant products. A flexible schedule enhances work-life balance, alongside comprehensive training and development opportunities in financial planning and advisory, aiming to foster professional growth.