Wealth Management Advisor - Remote Work & Growth Path

Equitable Advisors; Georgia; On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits package

Opportunity for advancement

Remote work technology solutions

Personalized training and support

Job summary

A leading financial services firm is seeking a Financial Professional in Georgia to provide knowledgeable financial guidance and build relationships with clients. The role requires a four-year degree and relevant licenses. Successful candidates will be self-motivated with a strong work ethic. This position offers flexibility in compensation and a robust benefits package. Join a dynamic team and make a meaningful impact in clients' financial lives.

Qualifications

• A four-year college degree is required.
• Attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses.
• Results-driven and self-motivated individual.

Responsibilities

• Provide knowledgeable and objective financial guidance to clients.
• Build and maintain a client base with up-to-date plans.
• Contact clients to assess changes in financial status.
• Incorporate financial strategies and sell relevant products.

Skills

Financial guidance

Client relationship management

Holistic Life Planning

Financial Planning strategies

Integrity

Strong work ethic

Education

Four-year college degree

Job description

A leading financial services firm is seeking a Financial Professional in Georgia to provide knowledgeable financial guidance and build relationships with clients. The role requires a four-year degree and relevant licenses. Successful candidates will be self-motivated with a strong work ethic. This position offers flexibility in compensation and a robust benefits package. Join a dynamic team and make a meaningful impact in clients' financial lives.