Entry Level - Wealth Management Associate

Equitable Advisors; Charlotte (NC); On-site; 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

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Charlotte, NC.

The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.

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.

What it takes

• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus)
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• 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

Benefits and compensation

• Compensation you control and a comprehensive benefits package for eligible individuals
• Opportunity to work jointly with senior joint-work partners and to be coached by top performers
• Personalized and comprehensive training and support in all areas important to building your business
• A work-life balance and access to a full suite of remote-work technology solutions
• Advancement and management opportunities

You can build your career on your own terms. No one-track path.

Note -- applicants must be authorized to work in the United States.

Equal Opportunity Employers M/F/D/V.