In-Office Wealth Advisor — Licensed Financial Professional

Equitable Advisors; City of Syracuse (NY); Presencial; USD 30.060 - 36.740; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive benefits including health, dental, and vision

401(k) and Employee Stock Purchase Plan (ESPP)

Sign-on payment eligibility of $250-$1,000

Stable pay for first 24 months

Descripción de la vacante

A leading financial services firm in Syracuse, NY is seeking passionate individuals to join their team as Financial Professionals. The role involves nurturing client relationships, developing personalized financial strategies, and providing comprehensive consultation on financial products. Candidates should hold a Bachelor's degree or equivalent skills, possess strong communication abilities, and be authorized to work in the United States. This position offers extensive training, a stable pay structure, and opportunities for professional growth.

Formación

• Must be authorized to work in the United States.
• Strong self-confidence required.
• Desire to positively impact others' lives.

Responsabilidades

• Build and nurture client relationships through networking and portfolio management.
• Devise personalized financial strategies based on client objectives.
• Discuss tailored financial products and services with clients.

Conocimientos

Excellent interpersonal and communication skills

Values-driven with a track record of success

Entrepreneurial spirit

Ability to collaborate with top performers

Educación

Bachelor's degree or equivalent skills

Herramientas

FINRA licensing (SIE, Series 7, Series 66)

Descripción del empleo

A leading financial services firm in Syracuse, NY is seeking passionate individuals to join their team as Financial Professionals. The role involves nurturing client relationships, developing personalized financial strategies, and providing comprehensive consultation on financial products. Candidates should hold a Bachelor's degree or equivalent skills, possess strong communication abilities, and be authorized to work in the United States. This position offers extensive training, a stable pay structure, and opportunities for professional growth.