Wealth & Financial Planning Pro - Remote Career Path

Equitable Advisors; Tucson (AZ); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

Remote-work technology support

Work-life balance

Advancement opportunities

Job summary

Equitable Advisors in Tucson is seeking entrepreneurial individuals to join our Financial Professional team. You will build and maintain client relationships, provide tailored financial guidance, and help clients plan for retirement, estate and wealth goals.

Responsibilities include developing new business, updating client plans, and consulting on holistic life planning. Licensing in life/health and FINRA exams may be required as you grow your advisory practice.

Qualifications

• You will need to build and maintain client relationships while providing knowledgeable financial guidance.
• You will develop customized strategies for various consumer segments.
• You will operate with integrity and a strong work ethic.

Responsibilities

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
• Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status.
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.

Skills

Financial guidance

Client relationships

Sales

Self-motivation

Integrity

Job description

Equitable Advisors in Tucson is seeking entrepreneurial individuals to join our Financial Professional team. You will build and maintain client relationships, provide tailored financial guidance, and help clients plan for retirement, estate and wealth goals.

Responsibilities include developing new business, updating client plans, and consulting on holistic life planning. Licensing in life/health and FINRA exams may be required as you grow your advisory practice.