Licensed Wealth Advisor: Impactful Client Growth

Equitable Advisors; Iowa City, Cedar Rapids (IA, IA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

Professional designation support

Biweekly pay

Commissions and bonus

Comprehensive benefits

Job summary

Equitable Advisors in the United States seeks a driven financial professional to engage clients, manage portfolios and develop strategies aligned with their goals. In-office presence is required and you will build relationships through networking events and ongoing guidance.

The role includes FINRA sponsorship, a comprehensive PEP training, access to Virtual University, mentorship, leadership development, and support for professional designations such as CFP and ChFC, with biweekly pay,

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations

Skills

Client engagement

Financial strategy

Portfolio management

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization in US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in the United States seeks a driven financial professional to engage clients, manage portfolios and develop strategies aligned with their goals. In-office presence is required and you will build relationships through networking events and ongoing guidance.

The role includes FINRA sponsorship, a comprehensive PEP training, access to Virtual University, mentorship, leadership development, and support for professional designations such as CFP and ChFC, with biweekly pay,