Strategic Wealth Advisor | Licensing & Growth Path

Equitable Advisors; Cleveland (OH); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Mentorship opportunities

Health, dental, and vision benefits

401(k) participation

Employee Stock Purchase Plan (ESPP)

Job summary

A leading financial services company is seeking a Wealth Management Advisor in Cleveland, OH. The role involves building client relationships, developing financial strategies, and providing tailored financial product consultations. Ideal candidates will have a Bachelor's degree, relevant FINRA licenses, and strong interpersonal skills. The company supports your career path with training, mentorship, and a stable pay structure. Join us to make a meaningful impact in clients' financial wellness!

Qualifications

• Must be authorized to work in the United States.
• Strong self-confidence and communication skills are essential.
• Values-driven, with a passion for helping others.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.

Skills

Excellent interpersonal and communication abilities

Values-driven with a track record of success

Entrepreneurial mindset

Ability to work with and learn from top performers

Education

Bachelor's degree or equivalent skills and experience

Tools

State Life & Health

SIE

Series 7

Series 66

Job description

A leading financial services company is seeking a Wealth Management Advisor in Cleveland, OH. The role involves building client relationships, developing financial strategies, and providing tailored financial product consultations. Ideal candidates will have a Bachelor's degree, relevant FINRA licenses, and strong interpersonal skills. The company supports your career path with training, mentorship, and a stable pay structure. Join us to make a meaningful impact in clients' financial wellness!