Wealth Advisor: Client Strategy & Growth

Equitable Advisors; Saddle Brook (NJ); On-site; USD 32,400 - 50,000; Full time

Benefits offered by this job

Health insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Commissions and bonuses

Professional development opportunities

Job summary

A financial services firm in New Jersey seeks candidates passionate about helping others achieve financial wellness. The role includes building client relationships, developing tailored financial strategies, and requires a relevant degree. Candidates must possess state-required licenses and demonstrate excellent communication skills. Competitive salary with commissions, benefits, and a supportive work culture are offered.

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• Must be state licensed for Life & Health, SIE, Series 7, Series 66.
• Values-driven and successful track record essential.

Responsibilities

• Build and nurture client relationships through networking.
• Devise personalized financial strategies for clients.
• Discuss tailored financial products and services.

Skills

Client Engagement

Financial Strategy Development

Excellent communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent experience

Tools

FINRA Licensing

Job description

A financial services firm in New Jersey seeks candidates passionate about helping others achieve financial wellness. The role includes building client relationships, developing tailored financial strategies, and requires a relevant degree. Candidates must possess state-required licenses and demonstrate excellent communication skills. Competitive salary with commissions, benefits, and a supportive work culture are offered.