Wealth Advisor - License & Growth Path

Equitable Advisors; Missouri; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k)

ESPP

Disability insurance

Life Insurance

Job summary

Equitable Advisors in the United States seeks a motivated wealth management professional to build client relationships, manage portfolios, and guide financial planning for diverse clients.

This role emphasizes understanding client goals and risk tolerance to deliver tailored strategies. In-office work is required, with a structured training path including FINRA licensing, mentorship, and ongoing professional growth opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Work authorization in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client relationships

Communication

Entrepreneurial mindset

Collaboration

US work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in the United States seeks a motivated wealth management professional to build client relationships, manage portfolios, and guide financial planning for diverse clients.

This role emphasizes understanding client goals and risk tolerance to deliver tailored strategies. In-office work is required, with a structured training path including FINRA licensing, mentorship, and ongoing professional growth opportunities.