Wealth Advisor in Training – Licenses Provided

Equitable Advisors; Tucson (AZ); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Biweekly pay

Commissions and bonus

Health, dental and vision benefits

401(k) plan

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking a Financial Services Professional in Tucson, AZ, with a focus on engaging clients, developing financial strategies, and consulting on tailored products and services. An in-office presence is required to build relationships and drive growth.

Requirements include a Bachelor's degree, licensing (State Life & Health, SIE, Series 7, Series 66), and a values-driven, entrepreneurial mindset.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Work Authorization: must be authorized to work in the United States.

Responsibilities

• 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.

Skills

Client engagement

Communication skills

Financial planning

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Financial Services Professional in Tucson, AZ, with a focus on engaging clients, developing financial strategies, and consulting on tailored products and services. An in-office presence is required to build relationships and drive growth.

Requirements include a Bachelor's degree, licensing (State Life & Health, SIE, Series 7, Series 66), and a values-driven, entrepreneurial mindset.