Wealth Advisor – Licensed, Mentored Path (Jacksonville)

Equitable Advisors; Jacksonville (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive benefits programs including health, dental, and vision

401(k) and Employee Stock Purchase Plan (ESPP)

Stable pay with commissions and bonuses

Access to Leadership Development School

Job summary

Equitable Advisors in Jacksonville, Florida, seeks individuals passionate about financial wellness to engage clients and develop personalized financial strategies. Candidates benefit from comprehensive training, FINRA licensing sponsorship, and mentorship opportunities.

The position values collaboration and a mindset aimed at making impactful changes in clients' lives. A Bachelor's degree is sought after, along with state licensing. The role requires an in-office presence to foster client relationships.

Qualifications

• Must be authorized to work in the United States.
• A track record of success and accomplishment is required.
• Strong self-confidence is essential.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives to devise personalized strategies.
• Consult on financial products tailored to clients' needs.

Skills

Excellent interpersonal and communication abilities

Values-driven mindset

Entrepreneurial spirit

Ability to work collaboratively

Education

Bachelor's degree or equivalent work experience

Tools

State Life & Health Licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors in Jacksonville, Florida, seeks individuals passionate about financial wellness to engage clients and develop personalized financial strategies. Candidates benefit from comprehensive training, FINRA licensing sponsorship, and mentorship opportunities.

The position values collaboration and a mindset aimed at making impactful changes in clients' lives. A Bachelor's degree is sought after, along with state licensing. The role requires an in-office presence to foster client relationships.