Wealth Management Advisor Job at Equitable Advisors, Charlotte, NC

WEp2Tm1sUFBacFZoQzNjZ0FMbngxaU5COGc9PQ==
  • Equitable Advisors
  • Charlotte, NC

Job Description

We value your ambition. Equitable Advisors is currently seeking someone to join our team as a Financial Advisor to fast track their career. As an Equitable Financial Professional, you will:

  • Go through our Leadership Development, Management Development, and learn how to build a book of business
  • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
  • Contact clients periodically to determine if there have been changes in their financial status
  • Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
  • Sell financial products and services including life insurance, annuities and investment options
  • Begin the process of leading a team of Financial Advisors to help them achieve their goals

What it takes to be a Financial Advisor:

  • A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
  • If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
  • Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance.
  • Must be authorized to work in the United States
  • MBA, JD, CFP®, CPA or ChFC, a plus

Benefits of working with Equitable Advisors:

  • Compensation you control and a complete benefits package
  • 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. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

Job Tags

Similar Jobs

Meredith Marks LLC

Executive Personal Assistant Job at Meredith Marks LLC

 ...administrative, organizational, and personal support to ensure the executives time, priorities, and operations are managed seamlessly. This...  ...with internal departments to streamline communication Assist with project management, including timelines, approvals, and deliverables... 

Aspen Waste Systems, Inc.

Account Executive Job at Aspen Waste Systems, Inc.

 ...Description Clean Collection Extraordinary Service Environmentally-friendly Disposal Independently owned, locally managed Aspen Waste Systems provides a variety of waste and recycling services to commercial and residential customers. Aspen is a privately... 

News 12

Lead Anchor Job at News 12

 ...News 12 is our award-winning, hyper local news station covering communities throughout Long Island, the Bronx, Brooklyn, Westchester...  ...credibility, authority and broadly based knowledge of news. The News Anchor/Multimedia Journalist will assist in the writing, copy editing,... 

Loves Travel Stops & Country Store

Class A Fuel Tanker Driver Job at Loves Travel Stops & Country Store

 ...PURPOSE: Gemini Motor Transport operates trucks across the United States, servicing Love'...  ..., wholesale and retail customers. Our Fuel Transport positions are among the best in...  ...in our business, for our professional drivers and loyal customers. COMPENSATION AND... 

MCR Hotels

Laundry Attendant Job at MCR Hotels

 ...Laundry Attendant The Laundry Attendant maintains a constant supply of clean linens for the hotel. Essential Functions # Performs all stages of linen processing, including collecting, transporting, sorting, weighing, loading, and unloading of washers, dryers...