Retirement Planning Advisor - Path to Wealth Manager

Equitable Advisors; Illinois; Hybrid; USD 21,600 - 26,400; Full time

Benefits offered by this job

Comprehensive benefits programs

Flexible work schedule

Professional development opportunities

Bonuses and commissions

Sign-on payment eligibility

Job summary

A leading wealth management firm is seeking motivated individuals as Financial Professionals to make meaningful impacts in clients' lives. The role offers flexibility in work-life balance while providing comprehensive training, support, and a path to financial growth. Key responsibilities include client engagement and product education. Candidates should possess strong communication skills, a bachelor's degree or equivalent, and a desire to impact their communities positively. This opportunity aims to attract top talent dedicated to social impact.

Qualifications

• Must be authorized to work in the United States.
• Strong self-confidence and a track record of success.
• Desire to positively impact others' lives.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on financial products tailored to their needs.
• Analyze client data and ensure confidentiality.

Skills

Communication Skills

Interpersonal Skills

Collaboration

Values-driven

Entrepreneurial spirit

Education

Bachelor's degree or equivalent experience

Tools

FINRA Licensing

SIE

Series 7

Series 66

Job description

A leading wealth management firm is seeking motivated individuals as Financial Professionals to make meaningful impacts in clients' lives. The role offers flexibility in work-life balance while providing comprehensive training, support, and a path to financial growth. Key responsibilities include client engagement and product education. Candidates should possess strong communication skills, a bachelor's degree or equivalent, and a desire to impact their communities positively. This opportunity aims to attract top talent dedicated to social impact.