Lead Financial Advisor & Talent Coach (Remote)

Equitable Advisors; Kansas City (KS); On-site; USD 60,000 - 150,000; Full time

Benefits offered by this job

Remote-work technology solutions

Work-life balance

Job summary

Equitable Advisors is hiring a Financial Advisor in Kansas City to grow and lead a team within our wealth management platform. You will network to recruit talent, coach Financial Professionals, and align with leadership on branch goals while ensuring compliance and brand standards.

The role emphasizes developing long-term client relationships, passing FINRA licensing, and leveraging diverse talent to drive growth and inclusivity within the firm.

Qualifications

• Four-year college degree preferred but not required.
• Must pass FINRA Series 24 exam prior to stepping into leadership.
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
• Desire to help others plan for and protect their financial futures.

Responsibilities

• Networking to discover new talent to grow your team.
• Coaching from your experience & training to develop new Financial Professionals
• Collaborating with local leadership to strengthen values, mission and vision
• Committing to personal and district goals consistent with branch and company strategy
• Supervisory skills ensuring compliance and brand are met
• Fostering diverse talent and enabling an inclusive work environment
• Teambuilding through culture and events

Education

Four-year college degree preferred but not required

Job description

Equitable Advisors is hiring a Financial Advisor in Kansas City to grow and lead a team within our wealth management platform. You will network to recruit talent, coach Financial Professionals, and align with leadership on branch goals while ensuring compliance and brand standards.

The role emphasizes developing long-term client relationships, passing FINRA licensing, and leveraging diverse talent to drive growth and inclusivity within the firm.