Licensed Financial Professional – Wealth Growth Path

Equitable Advisors; Columbia (MD); On-site; USD 36,500 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan

Disability insurance

Life Insurance

Transit reimbursement

Job summary

Equitable Advisors in Columbia, MD is seeking a Financial Professional to build client relationships, develop tailored financial strategies, and advise on products and services while working in-office.

The role requires a Bachelor's degree, licenses (Life & Health, SIE, Series 7, 66), strong communication, entrepreneurial spirit, and collaboration with top performers; training includes FINRA sponsorship and a 120-day onboarding.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: values-driven with a track record of success and accomplishment.
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others.
• Collaboration: ability to work with and learn from top performers.
• Work Authorization: must be authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required
• Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills

Client engagement

Financial strategy development

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Tools

FINRA Licensing

Job description

Equitable Advisors in Columbia, MD is seeking a Financial Professional to build client relationships, develop tailored financial strategies, and advise on products and services while working in-office.

The role requires a Bachelor's degree, licenses (Life & Health, SIE, Series 7, 66), strong communication, entrepreneurial spirit, and collaboration with top performers; training includes FINRA sponsorship and a 120-day onboarding.