Retirement Planning Pro: Flexible Path to Wealth Manager

Equitable Advisors; Minneapolis (MN); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Flexible work-life balance

Sign-on payment based on licensing

Leadership development opportunities

Job summary

A leading wealth management firm in Minneapolis seeks dedicated professionals to impact lives positively while building a rewarding career. Responsibilities include engaging clients, analyzing needs, and delivering tailored financial solutions. Candidates should possess a Bachelor's degree and strong communication skills, and be authorized to work in the US. This position offers flexible scheduling, professional development opportunities, and comprehensive benefits including health insurance and retirement plans.

Qualifications

• Must be authorized to work in the United States.
• Communication skills are essential for client engagement.
• Values-driven mindset with a focus on community impact.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services.
• Analyze and organize client data, ensuring confidentiality.

Skills

Excellent interpersonal and communication skills

Values-driven with a track record of success

Entrepreneurial spirit

Ability to collaborate with top performers

Education

Bachelor's degree or equivalent skills and work experience

Tools

FINRA licensing (SIE, Series 7, Series 66)

Job description

A leading wealth management firm in Minneapolis seeks dedicated professionals to impact lives positively while building a rewarding career. Responsibilities include engaging clients, analyzing needs, and delivering tailored financial solutions. Candidates should possess a Bachelor's degree and strong communication skills, and be authorized to work in the US. This position offers flexible scheduling, professional development opportunities, and comprehensive benefits including health insurance and retirement plans.