Equitable Advisors · 7 hours ago
Financial Advisor
Roanoke, VA
Full-time
Hybrid
Entry, Mid LevelEquitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services, and risk management. The Financial Advisor role involves analyzing clients' financial information, building and maintaining a client base, and providing knowledgeable financial guidance to help clients meet their objectives.
Financial Services
No H1B
Responsibilities
Analyze financial information obtained from clients and to determine strategies, 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 strategies to consumer segments that demand high quality service
Qualification
Required
A four-year college degree is preferred but not required
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
Ability to develop markets through past/present experiences and acquaintances
Benefits
Uncapped commission potential
Subsidized costs for licensing
Bonus incentives
1:1 strategy meetings with our team of experienced advisors
Flexible hours
Opportunities for growth -Establish and lead your own team
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase