Wealth Advisor - Training, Licensing Path, Flexible

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

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

CFP/ChFC sponsorship support

Sign-On payment

Biweekly pay

Commissions and bonus

Comprehensive benefits (health, dental

Vision, 401(k)

Job summary

Equitable Advisors is actively seeking a wealth advisor track professional to engage clients, develop financial strategies, and consult on tailored financial products. This role emphasizes building relationships, understanding client goals, and guiding investment decisions.

Ideally, you hold a Bachelor’s degree and relevant FINRA licenses, with an entrepreneurial, collaborative mindset and a commitment to working in-office to foster client connections and career growth.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.
• Ability to work with and learn from top performers.
• Must be 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 required; local travel may be expected where applicable.

Skills

Licensing: State Life & Health, SIE, S

Customer/Client Engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization (US)

Mindset: values-driven

Education

Bachelor's degree or equivalent experience

Job description

Equitable Advisors is actively seeking a wealth advisor track professional to engage clients, develop financial strategies, and consult on tailored financial products. This role emphasizes building relationships, understanding client goals, and guiding investment decisions.

Ideally, you hold a Bachelor’s degree and relevant FINRA licenses, with an entrepreneurial, collaborative mindset and a commitment to working in-office to foster client connections and career growth.