Remote Wealth Planning Advisor

Equitable Advisors; Atlanta (GA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Comprehensive benefits package

Personalized training and support

Work-life balance

Remote-work technology solutions

Advancement opportunities

Job summary

A financial services firm is seeking motivated individuals for the role of Financial Professional in Atlanta, GA. This position focuses on building meaningful client relationships and providing objective financial guidance. Candidates should hold a four-year degree, pursue state life and health licenses, and be results-driven with a strong work ethic. The company offers a comprehensive benefits package and opportunities for advancement. Applicants must be authorized to work in the United States.

Qualifications

• Candidates must have integrity, a strong work ethic, and desire to help others.
• Successful candidates typically need licenses such as state life and health licenses, SIE, FINRA Series 7 and 66.
• Ability to develop markets and sustain long-term relationships is essential.

Responsibilities

• Provide knowledgeable, objective financial guidance to clients.
• Build and maintain a client base, acquiring new clients ongoing.
• Incorporate holistic financial planning strategies into clients' plans.

Skills

Relationship building

Financial guidance

Integrity

Sales skills

Education

Four-year college degree

Job description

A financial services firm is seeking motivated individuals for the role of Financial Professional in Atlanta, GA. This position focuses on building meaningful client relationships and providing objective financial guidance. Candidates should hold a four-year degree, pursue state life and health licenses, and be results-driven with a strong work ethic. The company offers a comprehensive benefits package and opportunities for advancement. Applicants must be authorized to work in the United States.