Wealth Advisor – Client-Focused Financial Strategy

Equitable Advisors; Scottsdale (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Scottsdale, AZ seeks a Financial Services Professional to engage clients, develop tailored financial strategies, and discuss investment products. In-office presence is required, with a structured training path including FINRA licensing sponsorship and a hands-on 120-day program.

We value an entrepreneurial, values-driven mindset and strong communication. Candidates must be authorized to work in the U.S. and possess a Bachelor's degree or equivalent plus expected licenses.

Qualifications

• Bachelor's degree or equivalent required for eligibility.
• Licensing for financial industry as listed (Life & Health, SIE, Series 7, Series 66) is required.
• Strong communication and interpersonal abilities are essential.

Responsibilities

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

Skills

Client engagement

Communication

Entrepreneurial mindset

Collaboration

Work authorization (US)

Education

Bachelor's degree or equivalent

State Life & Health license

SIE

Series 7

Series 66

Tools

Licensing coordination

Job description

Equitable Advisors in Scottsdale, AZ seeks a Financial Services Professional to engage clients, develop tailored financial strategies, and discuss investment products. In-office presence is required, with a structured training path including FINRA licensing sponsorship and a hands-on 120-day program.

We value an entrepreneurial, values-driven mindset and strong communication. Candidates must be authorized to work in the U.S. and possess a Bachelor's degree or equivalent plus expected licenses.