Wealth Management Advisor

Equitable Advisors; Chestertown (MD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Financial packages for transition

Elite benefits and wealth-building programs

Job summary

A leading financial services firm in Chestertown, Maryland, is seeking experienced financial professionals looking to grow their practice. The firm offers extensive resources including a comprehensive platform for client solutions, operational support, and elite benefits to assist you in achieving your financial goals. You will leverage your expertise in relationship management and advisory skills to deliver outstanding client experiences. This opportunity is perfect for those who thrive in a supportive environment committed to growth and success.

Qualifications

• Experience in building and managing client relationships.
• Strong understanding of financial products and services.

Responsibilities

• Support clients in achieving their financial goals.
• Leverage firm resources to enhance business growth.
• Utilize the platform for a comprehensive client experience.

Skills

Client relationship management

Business development

Financial advisory skills

Job description

A culture of growth with a firm that supports

You’ve built a successful practice and now you’re considering a move. Perhaps you’re looking for more. At Equitable Advisors, we’d like to get to know and understand you — and help you discover what greater fulfillment you can find — for your clients and for yourself.

We’re here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through:

• Our open-architecture platform for client solutions
• Our broker/dealer powered by one of the world’s largest broker/dealers LPL*
• Our elite benefits and wealth-building programs
• Our operation and compliance infrastructure support

*LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated.

We know that making a move is a big decision. So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.

At a glance*

• More than 2.8 million clients
• More than $220 billion assets under management
• More than 4,300 financial professionals
• More than 190 Elite Advisor Group firms
• 80 branch offices

* Source: https://equitable.com/careers-at-equitable/equitable-advisors

Securities offered through Equitable Advisors, LLC (NY, NY [phone]), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors is an equal opportunity employer M/F/D/V (Exp.09/26)