Wealth Strategy Advisor

Equitable Advisors; Port Reading, Northern (NJ, KY); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Stable Pay

Commissions & Bonus

Benefits Package

FINRA Sponsorship

Job summary

Equitable Advisors is seeking a Financial Services Professional to join our New Jersey team and build lasting client relationships. This in-office role focuses on developing personalized financial strategies, presenting suitable products, and guiding clients toward their long-term wealth goals.

The position emphasizes licensing, ongoing training, and a structured path to becoming a seasoned wealth manager. Strong communication, collaboration, and an entrepreneurial mindset are essential for

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities.
• Entrepreneurial spirit with a drive to help clients.
• Willingness to work in-office and build client relationships.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Discuss financial products and services tailored to clients' situations.
• Engage in in-office activities and collaborate with top performers.
• Support ongoing professional development and licensing pursuits.

Skills

Client relations

Networking

Communication

Entrepreneurial mindset

Team collaboration

Work authorization

Education

Bachelor's degree or equivalent

Licensing: Series 7, 66; SIE; Life & Health

Job description

Equitable Advisors is seeking a Financial Services Professional to join our New Jersey team and build lasting client relationships. This in-office role focuses on developing personalized financial strategies, presenting suitable products, and guiding clients toward their long-term wealth goals.

The position emphasizes licensing, ongoing training, and a structured path to becoming a seasoned wealth manager. Strong communication, collaboration, and an entrepreneurial mindset are essential for