Wealth Strategy Associate - Client Growth & Guidance

Equitable Advisors; Orlando (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Flexible schedule

Mentorship opportunities

FINRA sponsorship for licensing

Job summary

Equitable Advisors is seeking individuals in Orlando, Florida, to join as wealth managers. This role focuses on building client relationships, creating financial strategies, and providing personalized financial product consultations. Successful candidates will have a bachelor's degree, strong communication skills, and an entrepreneurial mindset. The position offers extensive training, mentorship, and a range of benefits, aiming to foster a positive impact in clients' lives and the community.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success.
• Excellent interpersonal and communication skills.

Responsibilities

• Build and nurture client relationships through networking events.
• Develop financial strategies based on client objectives.
• Discuss tailored financial products and services.

Skills

Communication Skills

Entrepreneurial Spirit

Collaboration

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is seeking individuals in Orlando, Florida, to join as wealth managers. This role focuses on building client relationships, creating financial strategies, and providing personalized financial product consultations. Successful candidates will have a bachelor's degree, strong communication skills, and an entrepreneurial mindset. The position offers extensive training, mentorship, and a range of benefits, aiming to foster a positive impact in clients' lives and the community.