Wealth Advisor & Holistic Planning Pro

Equitable Advisors; Woodbridge (NJ); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health Coverage

Dental Coverage

Vision Care

401(k) Plan with Company Match

Employee Stock Purchase Plan

Short- and Long-Term Disability Programs

Basic Group Life Insurance

Transportation Reimbursement Incentive Program

Job summary

An established industry player is seeking driven individuals to join their team as Financial Advisors. This role offers the opportunity to empower clients in securing their financial futures while enjoying comprehensive training and support. You will gain access to a wealth of resources, including the chance to pursue professional certifications and engage in leadership development. With a strong emphasis on diversity and community impact, this position allows you to make a meaningful difference in the lives of individuals and businesses alike. Embrace a career that combines personal growth with the satisfaction of helping others achieve their financial goals.

Qualifications

• Entry-level training includes client relationship management and product knowledge.
• Encouragement to pursue professional designations like CFP and ChFC.

Responsibilities

• Help clients secure their financial well-being through tailored financial strategies.
• Engage in community programs and diversity initiatives.

Skills

Client Relationship Management

Networking

Product Knowledge

Market Development

Education

Bachelor's Degree

CFP Certification

ChFC Certification

Tools

Remote-work Technology Solutions

Job description

An established industry player is seeking driven individuals to join their team as Financial Advisors. This role offers the opportunity to empower clients in securing their financial futures while enjoying comprehensive training and support. You will gain access to a wealth of resources, including the chance to pursue professional certifications and engage in leadership development. With a strong emphasis on diversity and community impact, this position allows you to make a meaningful difference in the lives of individuals and businesses alike. Embrace a career that combines personal growth with the satisfaction of helping others achieve their financial goals.