Holistic Financial Planner & Client Strategist

Equitable Advisors; Raleigh (NC); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Coaching from top performers

Training and support

Remote-work technology

Career advancement

Job summary

Equitable Advisors in Raleigh, NC seeks entrepreneurial Financial Professionals to build meaningful client relationships and guide them toward financial freedom. You will pursue life/health licenses plus FINRA registrations while growing your local client base.

You'll receive coaching from top performers, comprehensive training, and access to remote-work technology. A strong work ethic and integrity are essential to help clients protect their financial futures.

Qualifications

• Must attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus).
• Strong relationship-building and client-facing skills are essential.
• Results-driven, self-motivated with integrity and work ethic to help clients plan financially.

Responsibilities

• Provide knowledgeable financial guidance and customized strategies to clients.
• Build and maintain a client base, update plans, and acquire new clients.
• Contact clients periodically to assess changes in their financial status and needs.
• Incorporate holistic life and financial planning to recommend products and services.

Skills

Relationship building

Sales oriented

Client acquisition

Education

State life & health licenses, SIE, FINRA Series 7 & 66

Job description

Equitable Advisors in Raleigh, NC seeks entrepreneurial Financial Professionals to build meaningful client relationships and guide them toward financial freedom. You will pursue life/health licenses plus FINRA registrations while growing your local client base.

You'll receive coaching from top performers, comprehensive training, and access to remote-work technology. A strong work ethic and integrity are essential to help clients protect their financial futures.