Equitable Advisors · 23 hours ago

Experienced Wealth Management Advisor

New Mexico, United States

Full-time

Remote

Senior Level

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Financial Services

Growth Opportunities

No H1B

Hiring Manager

J.R. Crowel, CFP®

Insider Connection @Equitable Advisors

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Responsibilities

Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals

Ensuring compliance oversight and supervision.

Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy.

Qualification

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State lifeHealth licensesSIE examFINRA Series 7FINRA Series 66Desire to help othersMarket developmentRelationship building

Required

You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

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

Applicants must be authorized to work in the United States

Preferred

A four-year college degree

Benefits

Compensation you control and a complete benefits package

Personalized and comprehensive training and support in all areas important to building your business

Sponsorship as well as coaching to obtain the licensing required for hire

Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus

Ability to work jointly with senior joint-work partners and to be coached by top performers

Advancement and management opportunities

A work-life balance and access to a full suite of remote-work technology solutions