Wealth Advisor — Flexible Schedule & Community Impact

Equitable Advisors; Billings (MT); Remote; USD 21,600 - 26,400; Full time

Benefits offered by this job

Health, dental, and vision benefits

401(k) plan

Employee Stock Purchase Plan

Job summary

A wealth management firm is seeking motivated individuals to engage with clients and educate them on diverse financial products. Ideal candidates will have a Bachelor’s degree or equivalent and must hold relevant financial licenses. The role offers flexible scheduling and opportunities for significant professional growth and income potential, making a positive impact in clients' lives and contributing to community welfare.

Qualifications

• Must be authorized to work in the United States.
• State Life & Health, SIE, Series 7, Series 66 licenses required.
• Values-driven with a track record of success.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services.
• Analyze and organize client data ensuring confidentiality.

Skills

Communication Skills

Interpersonal Skills

Entrepreneurial Mindset

Collaboration

Education

Bachelor's degree or equivalent

Job description

A wealth management firm is seeking motivated individuals to engage with clients and educate them on diverse financial products. Ideal candidates will have a Bachelor’s degree or equivalent and must hold relevant financial licenses. The role offers flexible scheduling and opportunities for significant professional growth and income potential, making a positive impact in clients' lives and contributing to community welfare.