Launch Your Wealth Career: Entry-Level Financial Advisor

Equitable Advisors; Charlotte (NC); On-site; USD 32,000 - 48,000; Part time

Benefits offered by this job

Comprehensive benefits programs

Mentorship opportunities

Flexible schedule

Job summary

A financial services firm seeks an Entry Level Financial Advisor in Charlotte, NC, dedicated to helping clients achieve financial wellness. The role involves client engagement, developing personalized financial strategies, and consultation on financial products. Candidates should have a bachelor's degree or equivalent and be values-driven with strong communication skills. Licensing support and comprehensive training are provided, along with a flexible schedule and competitive compensation packages.

Qualifications

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

Responsibilities

• Build and nurture client relationships through engagement.
• Devise personalized strategies for clients' financial objectives.
• Discuss financial products tailored to client needs.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Collaboration

Mindset

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 firm seeks an Entry Level Financial Advisor in Charlotte, NC, dedicated to helping clients achieve financial wellness. The role involves client engagement, developing personalized financial strategies, and consultation on financial products. Candidates should have a bachelor's degree or equivalent and be values-driven with strong communication skills. Licensing support and comprehensive training are provided, along with a flexible schedule and competitive compensation packages.