Wealth Management Associate

Equitable Advisors; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Complete benefits package

Personalized training and support

Advancement opportunities

Work-life balance

Job summary

A financial services firm is looking for a motivated Financial Advisor in Charlotte, NC. The role offers comprehensive training and support to help you build a successful career. Responsibilities include analyzing client financial information, maintaining a client base, and potentially leading a team of advisors. Preferred qualifications include a four-year degree and relevant licenses. The position provides flexible compensation and personal development opportunities.

Qualifications

• Must be authorized to work in the United States.
• Relevant professional FINRA securities registrations are a plus.
• Team player with a high degree of self-confidence.
• Team player with excellent interpersonal skills and communication abilities, with a high degree of self-confidence.

Responsibilities

• Go through Leadership and Management Development.
• Analyze financial information to help clients meet objectives.
• Build and maintain a client base.
• Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
• Sell financial products and services including life insurance, annuities and investment options
• Begin the process of leading a team of Financial Advisors to help them achieve their goals
• Go through our Leadership Development, Management Development, and learn how to build a book of business

Skills

Results-driven

Excellent interpersonal skills

Self-starter

Communication abilities

Education

Four-year college degree

MBA, JD, CFP®, CPA or ChFC

CFP

CPA

ChFC

FINRA Series 7/63/66

Job description

We value your ambition. Equitable Advisors is currently seeking someone to join our team as a Financial Advisor to fast track their career. As an Equitable Financial Professional, you will:

• Go through our Leadership Development, Management Development, and learn how to build a book of business
• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
• Build and maintain client base, keep 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
• Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
• Sell financial products and services including life insurance, annuities and investment options
• Begin the process of leading a team of Financial Advisors to help them achieve their goals

What it takes to be a Financial Advisor:

• A four‑year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
• If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
• Results‑driven, highly motivated, self‑starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long‑term relationships
• Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance.
• Must be authorized to work in the United States
• MBA, JD, CFP®, CPA or ChFC, a plus

Benefits of working with Equitable Advisors:

• Compensation you control and a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
• A work‑life balance most financial careers don’t offer

You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.