Wealth Management Advisor: Launch Your FINRA Career

Equitable Advisors; Columbus (OH); In loco; USD 24.000 - 42.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan

Long-term disability

Life Insurance

Transportation Reimbursement

Descrizione del lavoro

Equitable Advisors is seeking a Wealth Management Advisor in Columbus, OH, to engage clients, build relationships, and deliver tailored financial strategies. This role emphasizes licensing, training, and a path to becoming a certified wealth professional.

The position requires in-office presence and a values-driven, entrepreneurial mindset. You will develop portfolios, discuss products, and collaborate with top performers while advancing your licensing journey.

Competenze

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven with a track record of success.
• Excellent interpersonal and communication abilities with strong self-confidence.

Mansioni

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Conoscenze

Networking

Client relations

Communication

Entrepreneurial mindset

Team collaboration

Work authorization

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

Equitable Advisors is seeking a Wealth Management Advisor in Columbus, OH, to engage clients, build relationships, and deliver tailored financial strategies. This role emphasizes licensing, training, and a path to becoming a certified wealth professional.

The position requires in-office presence and a values-driven, entrepreneurial mindset. You will develop portfolios, discuss products, and collaborate with top performers while advancing your licensing journey.