Wealth Management Advisor — Remote Growth & Impact

Equitable Advisors; Mobile (AL); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

Remote-work technology solutions

Coaching by top performers

Advancement opportunities

Job summary

Equitable Advisors is hiring Financial Professionals in Atlanta, GA. The role focuses on delivering personalized financial guidance, building a client base, and maintaining plans with ongoing client contact.

You’ll work with holistic life planning strategies and offer suitable financial products and services. Applicants must obtain state life and health licenses, SIE, and FINRA Series 7/66; other designations are a plus.

Qualifications

• Entrepreneurial mindset and client relationship building are valued.
• Self-motivation, integrity, and a strong work ethic are essential.
• Licensing requirements include state life/health, SIE, Series 7 and 66.

Responsibilities

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments.
• Build and maintain client base, keep plans up-to-date, acquire new clients.
• Contact clients periodically to assess changes in their financial status.
• Incorporate holistic life planning and financial planning to offer appropriate products and services.

Skills

Entrepreneurial mindset

Client relationship building

Self-motivated

Integrity

Tools

FINRA licenses tracking

SIE

Series 7

Series 66

Job description

Equitable Advisors is hiring Financial Professionals in Atlanta, GA. The role focuses on delivering personalized financial guidance, building a client base, and maintaining plans with ongoing client contact.

You’ll work with holistic life planning strategies and offer suitable financial products and services. Applicants must obtain state life and health licenses, SIE, and FINRA Series 7/66; other designations are a plus.