Wealth Advisor: Licensing, Mentorship & Growth

equitable; Wichita (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day PEP training

Virtual University access

Mentorship

Leadership Development

Job summary

Equitable Advisors in Wichita, KS seeks ambitious individuals to join our network of financial professionals, focusing on client engagement, strategic planning, and tailored wealth guidance. In-office collaboration and a clear path to licensure are provided.

You will benefit from FINRA sponsorship, a comprehensive 120-day PEP training, access to our Virtual University, mentorship, leadership development, and opportunities to pursue CFP, ChFC, and other credentials while building a career in

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.
• Must be authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

interpersonal communication

self-confidence

entrepreneurial mindset

values-driven

collaboration

work authorization

Education

Bachelor's degree or equivalent work experience

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

Job description

Equitable Advisors in Wichita, KS seeks ambitious individuals to join our network of financial professionals, focusing on client engagement, strategic planning, and tailored wealth guidance. In-office collaboration and a clear path to licensure are provided.

You will benefit from FINRA sponsorship, a comprehensive 120-day PEP training, access to our Virtual University, mentorship, leadership development, and opportunities to pursue CFP, ChFC, and other credentials while building a career in