Wealth Management Advisor – Licensing & Growth (CA)

Equitable Advisors; Folsom (CA); On-site; USD 35,100 - 42,900; Full time

Benefits offered by this job

Comprehensive benefits programs

Mentorship opportunities

Stable pay for first 24 months

Sign-On Payment Eligibility

Job summary

A financial services company in Folsom is seeking a Financial Professional to foster client relationships and develop tailored financial strategies. This role requires strong communication skills, relevant licenses, and a commitment to helping clients achieve their financial goals. Opportunities for training and mentorship are provided, and the company offers a supportive environment for career advancement.

Qualifications

• Must hold State Life & Health, SIE, Series 7, Series 66 licenses.
• Excellent interpersonal and communication abilities are essential.
• Must be authorized to work in the United States.

Responsibilities

• Engage clients through networking and portfolio management.
• Develop personalized financial strategies for clients.
• Consult on tailored financial products and services.

Skills

Education

Licensing

Personal Attributes

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills

Job description

A financial services company in Folsom is seeking a Financial Professional to foster client relationships and develop tailored financial strategies. This role requires strong communication skills, relevant licenses, and a commitment to helping clients achieve their financial goals. Opportunities for training and mentorship are provided, and the company offers a supportive environment for career advancement.