Wealth Strategy Advisor | Client Growth & Planning

Equitable Advisors; Roanoke (VA); On-site; USD 36,000 - 55,000; Full time

Job summary

Equitable Advisors in Roanoke, VA is seeking a Financial Services Professional to build client relationships, develop personalized financial strategies, and consult on products and services. This in-office role focuses on attracting clients through networking and delivering tailored guidance to help them meet their financial goals.

The program includes FINRA sponsorship, a 120-day hands-on training period, and a pathway to wealth management with ongoing coaching, certifications, and potential

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in Roanoke, VA is seeking a Financial Services Professional to build client relationships, develop personalized financial strategies, and consult on products and services. This in-office role focuses on attracting clients through networking and delivering tailored guidance to help them meet their financial goals.

The program includes FINRA sponsorship, a 120-day hands-on training period, and a pathway to wealth management with ongoing coaching, certifications, and potential