Remote Wealth Management Advisor

Equitable Advisors; Birmingham (AL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote-work technology support

Coaching by top performers

Advancement opportunities

Comprehensive benefits

Job summary

Equitable Advisors in Birmingham, GA is seeking entrepreneurial Financial Professionals to build meaningful client relationships and provide knowledgeable guidance on financial decisions. You will grow your client base, deliver holistic planning, and work with senior partners while enjoying a flexible, supportive environment and training.

Applicants must obtain required licenses; the firm offers a comprehensive benefits package and opportunities for advancement.

Qualifications

• Attain state life and health licenses, SIE, Series 7 and 66 licenses.
• Leverage past experiences to develop markets and relationships.
• Results-driven, self-starter with integrity and strong work ethic.

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

State life and health licenses

SIE

FINRA Series 7

FINRA Series 66

Job description

Equitable Advisors in Birmingham, GA is seeking entrepreneurial Financial Professionals to build meaningful client relationships and provide knowledgeable guidance on financial decisions. You will grow your client base, deliver holistic planning, and work with senior partners while enjoying a flexible, supportive environment and training.

Applicants must obtain required licenses; the firm offers a comprehensive benefits package and opportunities for advancement.