Wealth Management Associate - Licensed Path to CFP & Growth

Equitable Advisors; Jacksonville (FL); Presencial; USD 50.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

FINRA sponsorship

PEP training

Virtual University

Mentorship program

Coaching & leadership development

Professional growth

Descripción de la vacante

Equitable Advisors in Jacksonville, FL seeks a motivated financial professional to build client relationships, develop personalized financial strategies, and consult on products and services.

You’ll undergo FINRA licensing through sponsorship, complete a 120-day hands-on training, and gain access to Equitable Advisors' Virtual University, mentorship, and leadership development as you advance toward CFP/ChFC credentials.

Formación

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements include State Life & Health, SIE, Series 7 and Series 66.

Responsabilidades

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies and offer clear recommendations.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Conocimientos

Client engagement

Financial strategy

Communication skills

Entrepreneurial mindset

Educación

Bachelor's degree or equivalent

State Life & Health licensing

SIE

Series 7

Series 66

Descripción del empleo

Equitable Advisors in Jacksonville, FL seeks a motivated financial professional to build client relationships, develop personalized financial strategies, and consult on products and services.

You’ll undergo FINRA licensing through sponsorship, complete a 120-day hands-on training, and gain access to Equitable Advisors' Virtual University, mentorship, and leadership development as you advance toward CFP/ChFC credentials.