Wealth Planning Advisor - Remote, Growth & Impact

Equitable Advisors; Atlanta (GA); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits

Remote-work technology solutions

Advancement opportunities

Personalized training and support

Work-life balance

Job summary

Equitable Advisors in Atlanta, GA seeks entrepreneurial Financial Professionals to build lasting client relationships and guide clients toward thoughtful financial decisions. The role emphasizes comprehensive planning, ongoing client acquisition, and collaboration with senior partners in a supportive training environment.

You’ll pursue life and health licenses, FINRA registrations, and other designations while delivering personalized financial guidance and a broad suite of products and services

Qualifications

• Must 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 with integrity and a strong work ethic to help others plan for and protect financial futures.

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.

Skills

Entrepreneurial mindset

Relationship building

Self-starter

Results-driven

Strong work ethic

Education

State life and health licenses

SIE

FINRA Series 7 and 66

Job description

Equitable Advisors in Atlanta, GA seeks entrepreneurial Financial Professionals to build lasting client relationships and guide clients toward thoughtful financial decisions. The role emphasizes comprehensive planning, ongoing client acquisition, and collaboration with senior partners in a supportive training environment.

You’ll pursue life and health licenses, FINRA registrations, and other designations while delivering personalized financial guidance and a broad suite of products and services