Wealth Advisor & Client Strategy Coach

Equitable Advisors; California (MO); On-site; USD 36,000 - 42,000; Full time

Benefits offered by this job

Health, dental & vision

401(k)

ESPP

Disability insurance

Life insurance

TRIP

Job summary

Equitable Advisors is seeking a results-driven wealth management professional to build client relationships, develop customized financial strategies, and discuss tailored products and services. The role includes a structured licensing path with FINRA sponsorship and a comprehensive training program to accelerate growth.

You will participate in a 120-day hands-on training, with mentorship and ongoing education through Equitable University's offerings, while receiving a stable biweekly pay during

Qualifications

• Bachelor's degree or equivalent required.
• Licensing in Life & Health, SIE, Series 7 and Series 66 is required or pursued through sponsorship.
• Strong communication, interpersonal and relationship-building skills.

Responsibilities

• Client engagement: build and nurture client relationships and manage portfolios.
• Financial strategy development: tailor plans based on objectives and risk tolerance.
• Product and service consultation: discuss suitable financial products for clients.

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a results-driven wealth management professional to build client relationships, develop customized financial strategies, and discuss tailored products and services. The role includes a structured licensing path with FINRA sponsorship and a comprehensive training program to accelerate growth.

You will participate in a 120-day hands-on training, with mentorship and ongoing education through Equitable University's offerings, while receiving a stable biweekly pay during