Wealth Advisor — FINRA Licensed with Mentorship

Equitable Advisors; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, Dental and Vision

401(k)

ESPP

Disability Insurance

Life Insurance

TRIP Transportation Reimbursement

Job summary

Equitable Advisors is seeking a client-focused wealth management professional to build enduring client relationships, develop tailored financial strategies, and discuss suitable products and services. This in-office role emphasizes communication, ethics, and growth within a dynamic team.

Expect FINRA licensing sponsorship, a 120-day Preliminary Employment Period (PEP), access to Virtual University, mentorship, and leadership development.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial mindset with desire to positively impact others.
• Ability to collaborate with top performers.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required to engage with clients and team.
• Maintain consistent communication and progress tracking with clients.

Skills

Communication skills

Entrepreneurial mindset

Collaborative

Work authorization US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a client-focused wealth management professional to build enduring client relationships, develop tailored financial strategies, and discuss suitable products and services. This in-office role emphasizes communication, ethics, and growth within a dynamic team.

Expect FINRA licensing sponsorship, a 120-day Preliminary Employment Period (PEP), access to Virtual University, mentorship, and leadership development.