Wealth Management Advisor — Build Client Wealth

Equitable Advisors; Georgia; On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Structured training

Mentorship

Health insurance

401(k) retirement plan

Career advancement

Job summary

Equitable Advisors invites you to explore a rewarding path in wealth management, leveraging your transferable skills to build a thriving client practice. The role focuses on understanding clients’ financial goals, educating them on suitable products, and collaborating with senior advisors to deliver comprehensive solutions.

Ideal candidates bring strong client-facing abilities, strategic thinking, and a growth mindset, with willingness to pursue required licenses (State Life & Health, FINRA

Qualifications

• Experience translating client needs into financial solutions.
• Strong interpersonal and communication skills across diverse client bases.
• Ability to build trust and long-term relationships with high-net-worth clients.
• Self-motivated with growth mindset and drive to develop a personal advisory practice.

Responsibilities

• Build and manage relationships with clients to understand their financial goals and needs
• Educate clients on financial products and services
• Collaborate with senior advisors to deliver financial solutions
• Stay current on market trends, financial regulations, and product offerings
• Participate in ongoing training and certification programs

Skills

Client relationship management

Strategic thinking

Communication skills

Entrepreneurial spirit

Education

Bachelor’s degree or equivalent

Tools

CRM software

Job description

Equitable Advisors invites you to explore a rewarding path in wealth management, leveraging your transferable skills to build a thriving client practice. The role focuses on understanding clients’ financial goals, educating them on suitable products, and collaborating with senior advisors to deliver comprehensive solutions.

Ideal candidates bring strong client-facing abilities, strategic thinking, and a growth mindset, with willingness to pursue required licenses (State Life & Health, FINRA