Wealth Advisor: Licensed, Client-Focused Growth

Equitable Advisors; Pittsburgh (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

Equitable Advisors is seeking a driven financial professional to build client relationships and manage portfolios from an in-office location across the United States. You'll craft personalized financial strategies and provide clear product recommendations.

This role emphasizes licensing through FINRA, ongoing training, mentorship, and opportunities for professional growth. With biweekly pay and potential commissions, the position offers a pathway to becoming a wealth manager while supporting

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• values-driven with a track record of success and accomplishment.
• 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.
• authorized to work 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.
• In-office presence is required.
• Flexible schedule to maximize productivity and personal time

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking a driven financial professional to build client relationships and manage portfolios from an in-office location across the United States. You'll craft personalized financial strategies and provide clear product recommendations.

This role emphasizes licensing through FINRA, ongoing training, mentorship, and opportunities for professional growth. With biweekly pay and potential commissions, the position offers a pathway to becoming a wealth manager while supporting