Junior Wealth Advisor: Licensing, Training & Growth

Equitable Advisors; Carmel (IN); On-site; USD 24,795 - 30,305; Full time

Benefits offered by this job

Stable pay for initial 24 months

Access to mentorship programs

Health, dental, and vision benefits

401(k) plan

Employee Stock Purchase Plan

Job summary

A financial services organization in Carmel, Indiana, seeks a motivated individual for an entry-level role focused on client engagement and financial strategy development. The ideal candidate holds a Bachelor's degree and possesses strong communication skills. This full-time position offers opportunities for growth through training and mentorship, with a structured path to becoming a wealth manager.

Qualifications

• Must be values-driven with a track record of success.
• Excellent interpersonal and communication skills required.
• Must have an entrepreneurial spirit and desire to impact others.

Responsibilities

• Build and nurture client relationships through networking.
• Devise personalized financial strategies for clients.
• Discuss financial products tailored to client situations.

Skills

Client Engagement

Financial Strategy Development

Communication Skills

Collaboration

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

A financial services organization in Carmel, Indiana, seeks a motivated individual for an entry-level role focused on client engagement and financial strategy development. The ideal candidate holds a Bachelor's degree and possesses strong communication skills. This full-time position offers opportunities for growth through training and mentorship, with a structured path to becoming a wealth manager.