Wealth Planning & Advisory Professional

Equitable Advisors; Phoenix (AZ); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits package

Remote-work technology solutions

Coaching by top performers

Work-life balance

Job summary

Equitable Advisors in Phoenix seeks entrepreneurial individuals to join our team as Financial Professional. You will provide knowledgeable financial guidance, build and maintain client base, contact clients periodically, and incorporate Holistic Life Planning to provide recommendations and sell financial products.

State licenses (life/health), SIE, FINRA Series 7 and 66 exams are required. This role offers coaching by top performers, comprehensive benefits, and a work-life balanced,

Qualifications

• License requirements: state life and health licenses, SIE, FINRA Series 7 and 66 exams.
• Ability to draw upon past experiences to develop markets and long-term relationships.
• Results-driven, self-starter with integrity and strong work ethic.

Responsibilities

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments.
• Build and maintain client base, keep client plans up-to-date and acquire new clients.
• Contact clients periodically to determine changes in their financial status.
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell financial products and services.

Skills

License preparation

Relationship building

Sales skills

Job description

Equitable Advisors in Phoenix seeks entrepreneurial individuals to join our team as Financial Professional. You will provide knowledgeable financial guidance, build and maintain client base, contact clients periodically, and incorporate Holistic Life Planning to provide recommendations and sell financial products.

State licenses (life/health), SIE, FINRA Series 7 and 66 exams are required. This role offers coaching by top performers, comprehensive benefits, and a work-life balanced,