Wealth Advisor Career Path — Licensing & Mentorship

Equitable Advisors; Minneapolis (MN); Presencial; USD 70 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health, dental and vision insurance

401(k) with ESPP

Disability insurance

Life insurance

Transportation Reimbursement

Resumo da oferta

Equitable Advisors in Minneapolis, MN seeks a Financial Professional to build client relationships, develop financial strategies, and consult on products and services relevant to clients' goals. This in-office role requires a Bachelor's degree and appropriate licenses (Life & Health, SIE, Series 7, 66).

The program includes FINRA sponsorship, a 120-day training, mentorship, and a path to wealth management with ongoing education.

Qualificações

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing, SIE, Series 7 and Series 66.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.

Responsabilidades

• Client Engagement: Build and nurture client relationships through networking events and portfolio management; ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' objectives and risk tolerance to devise personalized strategies and clear recommendations.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Conhecimentos

Communication Skills

Mindset

Collaboration

Work Authorization

Formação académica

Bachelor's degree or equivalent skills and work experience

Descrição da oferta de emprego

Equitable Advisors in Minneapolis, MN seeks a Financial Professional to build client relationships, develop financial strategies, and consult on products and services relevant to clients' goals. This in-office role requires a Bachelor's degree and appropriate licenses (Life & Health, SIE, Series 7, 66).

The program includes FINRA sponsorship, a 120-day training, mentorship, and a path to wealth management with ongoing education.