Wealth Advisor: Grow Client Wealth with Expert Training

Equitable Advisors; Buffalo (NY); On-site; USD 32,000 - 50,000; Full time

Benefits offered by this job

Stable pay for the first 24 months

Commissions and bonus

Comprehensive benefits programs including health, dental, and vision

401(k) and Employee Stock Purchase Plan

Mentorship opportunities

Job summary

A leading financial services firm in Buffalo is seeking motivated individuals to join their team as wealth managers. The role involves building client relationships, developing personalized financial strategies, and providing consultation on financial products. Candidates should possess a Bachelor's degree and relevant FINRA licensing, along with strong communication skills. The company offers training, mentoring, and a compensation structure that includes stable pay and commissions. Candidates must be authorized to work in the United States.

Qualifications

• Excellent interpersonal and communication abilities with strong self-confidence.
• Must be authorized to work in the United States.
• Values-driven with a successful track record.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Devise personalized strategies based on clients' financial objectives.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Collaboration

Entrepreneurial Spirit

Education

Bachelor's degree or equivalent experience

Tools

FINRA Licensing (State Life & Health, SIE, Series 7, Series 66)

Job description

A leading financial services firm in Buffalo is seeking motivated individuals to join their team as wealth managers. The role involves building client relationships, developing personalized financial strategies, and providing consultation on financial products. Candidates should possess a Bachelor's degree and relevant FINRA licensing, along with strong communication skills. The company offers training, mentoring, and a compensation structure that includes stable pay and commissions. Candidates must be authorized to work in the United States.