Entry Level - Wealth Manager

About the role

Joining Equitable as a Financial Advisor means being part of a team dedicated to helping individuals achieve their financial goals. This role involves providing comprehensive financial planning services, managing client relationships, and participating in various client meetings.

Responsibilities

• Provide financial planning advice tailored to individual needs.
• Manage and maintain client relationships, ensuring satisfaction and loyalty.
• Lead and support investment reviews, insurance reviews, and other client meetings.
• Develop and nurture client relationships, focusing on building trust and creating opportunities for growth.
• Support the development of a pipeline of potential clients.

Requirements

• Current license in Life & Health, Series 7, SIE, Series 66, Series 67, or other relevant licenses.
• Experience in financial advising, preferably within the past 5 years.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and meet deadlines.
• Proficiency in financial planning software and tools.

Qualifications

• Education in finance, economics, or related fields preferred.
• Experience in client relationship management and financial planning.
• Passion for helping clients achieve their financial goals.

Skills

• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to build and maintain strong client relationships.
• Proficiency in financial planning software and tools.

Benefits

• Competitive compensation package including base salary and bonuses.
• Incentive programs for meeting performance targets.
• Professional development opportunities.
• Flexible work schedule.
• Health and wellness benefits.

Pay

Compensation is commensurate with experience and qualifications.

Schedule

Full-time position available.