What are the responsibilities and job description for the Entry -Level Wealth Management Advisor position at Equitable Advisors?
The Background
As a Financial Advisor, you're truly a entrepreneur, building your practice, making long lasting relationships with you clients, but most importantly impacting people's lives in a significant way.
The Ask
I am seeking individuals who have entrepreneurial spirit, are competitive, coachable, and have a passion for helping people to join my team as financial professionals. This is not an easy career to start in, but it is one of the best once you get started.
Equitable Advisors’ Offer
Equitable Advisors offers two compensation packages:
• A base salary model
• A full commission model
***both include the same competitive benefit package
The Responsibilities
A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include:
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
- Building long lasting relationships with client base
Getting Started
The individual selected to join our wealth management team will need to:
•Obtain their FINRA Series 7, 66 registrations and NV Life, Accident and Health Insurance license (Equitable Advisors will sponsor your pursuit of the required FINRA registrations).
•Attend virtual trainings and receive mentorship.
•Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
•Collaborate with other professionals to best support clients.
•Analyze financial information obtained from clients.
•Provide knowledgeable, objective financial guidance and customized strategies to determine products and services.
Important requirements:
-Must be eligible to work in the United States
-Candidate must be physically located in Arizona or willing to move within 6 mos
Apply now for immediate consideration.
Equitable Advisors, Member FINRA/SIPC is an Equal Opportunity Employer M/F/D/V. AGE-157964(12/20)(Exp.12/23)
Benefits of working with Equitable Advisors
•Compensation you control and a complete benefits package (Uncapped Income Potential)
•Personalized and comprehensive training and support
•Advancement and management opportunities
•A work-life balance most financial careers don’t offer
- •You will receive support that is unparalleled in the industry.
