Wealth Strategy Advisor - In-Office

Equitable Advisors; Philadelphia (Philadelphia County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Biweekly pay

Mentorship opportunities

Leadership development access

Commission and bonuses

Job summary

A financial advisory firm located in Philadelphia is seeking motivated individuals to join as Wealth Managers. This role involves building client relationships, developing personalized financial strategies, and consulting on financial products. Candidates should have a Bachelor's degree and relevant FINRA licenses. The company offers robust training, mentorship, and career growth opportunities in a supportive environment focused on diversity and community engagement.

Qualifications

• Track record of success and accomplishment.
• Must be authorized to work in the United States.
• Ability to work with and learn from top performers.

Responsibilities

• Build and nurture client relationships through networking events.
• Devise personalized financial strategies based on clients' needs.
• Consult on financial products tailored to clients.

Skills

excellent interpersonal and communication abilities

values-driven mindset

entrepreneurial spirit

Education

Bachelor's degree or equivalent skills

Tools

FINRA Licensing

Job description

A financial advisory firm located in Philadelphia is seeking motivated individuals to join as Wealth Managers. This role involves building client relationships, developing personalized financial strategies, and consulting on financial products. Candidates should have a Bachelor's degree and relevant FINRA licenses. The company offers robust training, mentorship, and career growth opportunities in a supportive environment focused on diversity and community engagement.