Wealth Advisor - Licensing & Career Growth

Equitable Advisors; Cleveland (OH); On-site; USD 24,795 - 30,305; Full time

Benefits offered by this job

Health, dental, and vision benefits

401(k) and Employee Stock Purchase Plan

Flexible schedule

Sign-on payment eligibility

Job summary

A prominent financial services firm in Cleveland, Ohio, is looking for passionate individuals to become wealth managers. Responsibilities include building client relationships and creating personalized financial strategies. They offer a structured path to licensing and support with competitive pay and comprehensive benefits. Ideal candidates should have a bachelor's degree and relevant licensing. Join their culture of social impact and community engagement.

Qualifications

• Must be authorized to work in the United States.
• Strong self-confidence and interpersonal abilities.
• Desire to positively impact the lives of others.

Responsibilities

• Build and nurture client relationships.
• Devise personalized financial strategies.
• Consult on tailored financial products and services.

Skills

Communication Skills

Collaboration

Entrepreneurial spirit

Values-driven

Education

Bachelor's degree or equivalent work experience

Tools

State Life & Health Licenses

SIE

Series 7

Series 66

Job description

A prominent financial services firm in Cleveland, Ohio, is looking for passionate individuals to become wealth managers. Responsibilities include building client relationships and creating personalized financial strategies. They offer a structured path to licensing and support with competitive pay and comprehensive benefits. Ideal candidates should have a bachelor's degree and relevant licensing. Join their culture of social impact and community engagement.