Wealth Management Advisor — Remote Growth & Impact

Equitable Advisors; Phoenix (AZ); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote-work technology

Work-life balance

Coaching by top performers

Advancement opportunities

Job summary

Equitable Advisors in Phoenix seeks entrepreneurial-minded individuals to join as Financial Professionals, building a consultative client base and providing holistic financial guidance across retirement, estate planning, and investments. State life and health licenses, SIE, and FINRA Series 7/66 exams are required to qualify.

You will develop markets, maintain long-term relationships, and work with senior partners while enjoying comprehensive training and a supportive environment that emphasizes

Qualifications

• Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis.
• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service.
• Results-driven, self-starter with integrity and a strong work ethic.

Responsibilities

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
• Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status.
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.

Skills

Client relationship

Sales

Self-motivated

Job description

Equitable Advisors in Phoenix seeks entrepreneurial-minded individuals to join as Financial Professionals, building a consultative client base and providing holistic financial guidance across retirement, estate planning, and investments. State life and health licenses, SIE, and FINRA Series 7/66 exams are required to qualify.

You will develop markets, maintain long-term relationships, and work with senior partners while enjoying comprehensive training and a supportive environment that emphasizes