Holistic Wealth Advisor | Remote Growth

Equitable Advisors; Madison (WI); On-site; USD 120,000 - 230,000; Full time

Benefits offered by this job

Comprehensive benefits package

Personalized training and support

Work-life balance

Job summary

A financial services firm is seeking a Vice President | Holistic Financial Professional to develop a team of financial advisors. This role involves providing customized financial strategies, building a client base, and incorporating holistic planning approaches. Candidates must be driven, motivated, and possess integrity. Opportunities for training and management advancement are available, along with a comprehensive benefits package.

Qualifications

• Required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams.
• Ability to develop markets and sustain long-term relationships.
• Highly motivated and results-driven.

Responsibilities

• Provide knowledgeable financial guidance and customized strategies.
• Build and maintain a client base.
• Contact clients to assess changes in their financial status.
• Incorporate holistic planning strategies.

Skills

Financial guidance

Client relationship management

Holistic life planning

Integrity

Self-starter

Job description

A financial services firm is seeking a Vice President | Holistic Financial Professional to develop a team of financial advisors. This role involves providing customized financial strategies, building a client base, and incorporating holistic planning approaches. Candidates must be driven, motivated, and possess integrity. Opportunities for training and management advancement are available, along with a comprehensive benefits package.