Financial Professional: Licensed Path to Wealth Mgmt

Equitable Advisors; Maryland; Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

FINRA Sponsorship

Comprehensive training and mentorship

Licensing support for CFP/ChFC

Résumé du poste

Equitable Advisors seeks a Financial Professional in MD to engage clients, develop financial strategies, and consult on products and services. The role emphasizes building relationships, licensing sponsorship, and a structured support path to wealth management through ongoing training and mentorship.

The position requires a Bachelor's degree or equivalent, relevant FINRA licensing, and US work authorization.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsabilités

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Connaissances

Communication skills

Work authorization

Entrepreneurial mindset

Collaboration

Client relationships

Formation

Bachelor's degree or equivalent

Description du poste

Equitable Advisors seeks a Financial Professional in MD to engage clients, develop financial strategies, and consult on products and services. The role emphasizes building relationships, licensing sponsorship, and a structured support path to wealth management through ongoing training and mentorship.

The position requires a Bachelor's degree or equivalent, relevant FINRA licensing, and US work authorization.