Equitable Advisors · 5 hours ago
Financial Services Consultant
Austin, TX
Full-time
Hybrid
New Grad, Entry Level
$27K/yr - $125K/yrEquitable Advisors is a financial services company that offers opportunities for individuals seeking stability and financial freedom. The role of Financial Services Consultant involves providing financial guidance, building client relationships, and offering customized financial strategies to help clients achieve their financial goals.
Financial Services
No H1B
Hiring Manager
Greg Cataldo
Responsibilities
Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
Build and maintain client base, keeping 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
Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services
Qualification
Required
A four-year college degree
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
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
Preferred
Individuals who excel at Equitable Advisors come from many different professional backgrounds including: Law, Brokerage, Accounting, Banking, Management, Sales
Benefits
Compensation you control and a comprehensive benefits package for eligible individuals
Opportunity to work jointly with senior joint-work partners and to be coached by top performers
Personalized and comprehensive training and support in all areas important to building your business
A work-life balance and access to a full suite of remote-work technology solutions
Advancement and management opportunities
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