Wealth Advisor | FINRA Sponsorship & Growth

Equitable Advisors; Scottsdale (AZ); Presencial; USD 75.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental and vision benefits

401(k) plan with company match

Employee Stock Purchase Plan (ESPP)

Disability and life insurance

Transportation Reimbursement Incentive

Descripción de la vacante

Equitable Advisors in Scottsdale, AZ seeks a Financial Services Professional to engage clients and develop financial strategies. You will build relationships, manage portfolios, and guide clients through investment options while navigating licensing requirements.

This role emphasizes in-office collaboration, structured training including FINRA sponsorship and mentorship, and a clear path to wealth-management careers through licensing and ongoing professional development.

Formación

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven with a track record of success and accomplishment.
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: ability to work with and learn from top performers.
• Work Authorization: must be authorized to work in the United States.

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' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Conocimientos

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Educación

Bachelor's degree or equivalent

Herramientas

State Life & Health

SIE

Series 7

Series 66

Descripción del empleo

Equitable Advisors in Scottsdale, AZ seeks a Financial Services Professional to engage clients and develop financial strategies. You will build relationships, manage portfolios, and guide clients through investment options while navigating licensing requirements.

This role emphasizes in-office collaboration, structured training including FINRA sponsorship and mentorship, and a clear path to wealth-management careers through licensing and ongoing professional development.