Remote-Ready Financial Professional (Entry-Level)

Equitable Advisors; North Carolina; Hybrid; USD 60,000 - 120,000; Full time

Job summary

Equitable Advisors in Raleigh, North Carolina, is seeking motivated Financial Professionals who aim to build lasting client relationships and help people achieve financial security through holistic planning, retirement, estate strategies, and investment guidance.

You will pursue licenses (state life and health, SIE, Series 7 & 66), receive comprehensive training, and work with a supportive team to grow your business with a flexible, work-life balanced approach, including remote-work options.

Qualifications

• Attain required state life and health licenses, SIE, and FINRA Series 7 and 66 licenses.
• Develop markets and sustain long-term client relationships.
• Provide knowledgeable financial guidance and customized strategies.

Responsibilities

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
• Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status.
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.

Skills

Relationship building

Client service

Sales aptitude

Communication

Education

State life and health licenses

SIE exam

FINRA Series 7 & 66 licenses

Job description

Equitable Advisors in Raleigh, North Carolina, is seeking motivated Financial Professionals who aim to build lasting client relationships and help people achieve financial security through holistic planning, retirement, estate strategies, and investment guidance.

You will pursue licenses (state life and health, SIE, Series 7 & 66), receive comprehensive training, and work with a supportive team to grow your business with a flexible, work-life balanced approach, including remote-work options.