Wealth Management Advisor – Remote & Growth Path

Equitable Advisors; Charlotte (NC); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Compensation you control and a full,综合

Remote-work technology solutions

Advancement opportunities

Job summary

Equitable Advisors in Charlotte, NC seeks a Financial Professional to help clients plan for retirement, estate and overall financial health. You will build a client base, provide guidance, and use holistic planning to recommend suitable products and services.

You will pursue essential licenses (life/health, SIE, Series 7 & 66) and work toward ongoing client relationships with support from experienced partners and training resources.

Qualifications

• Must attain state life and health licenses, SIE, FINRA Series 7 and 66.
• Ability to develop markets and sustain long-term relationships.
• Results-driven, self-starter with integrity and a strong work ethic.

Responsibilities

• Provide knowledgeable, objective financial guidance and customized strategies.
• Build and maintain client base and acquire new clients on an ongoing basis.
• Contact clients periodically to determine changes in their financial status.
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.

Skills

Relationship building

Sales

Communication

Customer service

Tools

FINRA Series 7

FINRA Series 66

SIE

State Life & Health Licenses

Job description

Equitable Advisors in Charlotte, NC seeks a Financial Professional to help clients plan for retirement, estate and overall financial health. You will build a client base, provide guidance, and use holistic planning to recommend suitable products and services.

You will pursue essential licenses (life/health, SIE, Series 7 & 66) and work toward ongoing client relationships with support from experienced partners and training resources.