Junior Financial Advisor: Licensing & Mentorship Path

Equitable Advisors; United States; On-site; USD 31,050 - 37,950; Full time

Benefits offered by this job

Comprehensive benefits programs

Opportunities for mentorship

Paid training and development

Job summary

A prominent financial services firm is seeking a Financial Consultant to engage with clients and develop personalized financial strategies. This full-time role offers a structured path to wealth management, including mentorship and comprehensive training. Candidates should have a Bachelor's degree, strong communication skills, and be authorized to work in the U.S. Benefits include stability pay, commissions, and a comprehensive benefits package.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a proven record of success.
• Excellent communication abilities with strong self-confidence.

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

Excellent interpersonal and communication skills

Values-driven with a track record of success

Entrepreneurial spirit

Ability to collaborate with top performers

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health licensing

SIE

Series 7

Series 66

Job description

A prominent financial services firm is seeking a Financial Consultant to engage with clients and develop personalized financial strategies. This full-time role offers a structured path to wealth management, including mentorship and comprehensive training. Candidates should have a Bachelor's degree, strong communication skills, and be authorized to work in the U.S. Benefits include stability pay, commissions, and a comprehensive benefits package.