Wealth Advisor – Licensing, Mentorship & Growth

Equitable Advisors; Scottsdale, Northern (AZ, KY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Virtual University

Leadership Development

Biweekly Pay

Commissions & Bonus

Benefits package

TRIP Transportation Reimbursement

Job summary

Equitable Advisors is actively seeking a Financial Services Professional in Scottsdale, AZ to engage clients, develop personalized financial strategies, and consult on products and services. The role requires in-office presence, a bachelor’s degree or equivalent, and FINRA licensing through Equitable’s sponsorship programs.

You will work with top performers, maintain strong communication, and aim to positively impact clients’ financial well-being while benefiting from a structured training path

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• 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.
• Work authorization in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies by understanding clients' objectives and risk tolerance to provide personalized guidance.
• Consult on financial products and services tailored to clients' situations.
• Location: in-office presence required.
• Maintain flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Interpersonal skills

Entrepreneurial mindset

Collaboration

Work authorization in US

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors is actively seeking a Financial Services Professional in Scottsdale, AZ to engage clients, develop personalized financial strategies, and consult on products and services. The role requires in-office presence, a bachelor’s degree or equivalent, and FINRA licensing through Equitable’s sponsorship programs.

You will work with top performers, maintain strong communication, and aim to positively impact clients’ financial well-being while benefiting from a structured training path