Financial Professional - MN, Minneapolis

Job Description - Financial Professional - MN, Minneapolis (4074) (220000QW)

Financial Professional - MN, Minneapolis (4074) ( 220000QW )

UNITED STATES-MN-Minneapolis

Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

• Client Engagement
  :
  
  Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Financial Strategy Development
  :
  
  Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation
  :
  
  Discuss financial products and services tailored to clients' unique situations
• Location
  :
  
  In-office presence required
• Work-Life Balance
  :
  
  Flexible schedule to maximize productivity and personal time

Skills & Experience

• Education
  :
  
  Bachelor's degree or equivalent skills and work experience
• Licensing
  :
  
  State Life & Health, SIE, Series 7, Series 66
• Personal Attributes
  :values-driven with a track record of success and accomplishment
• Communication Skills
  :excellent interpersonal and communication abilities with strong self-confidence
• Mindset
  :entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration
  :ability to work with and learn from top performers
• Work Authorization
  :must be authorized to work in the United States

Training & Development

• FINRA Sponsorship
  :provided for required FINRA licensing
• Preliminary Employment Period (PEP):comprehensive 120-day hands-on training
• Virtual University
  :access to Equitable Advisors' Virtual University for continuous learning
• Mentorship
  :opportunities for joint work and mentorship
• Personalized Coaching
  :
  Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Leadership Development
  :access to Leadership Development School for managers with ambition
• Professional Growth
  :encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ CFP®, Chartered Financial Consultant ChFC and Equitable Advisors’ own Credentialed Holistic Financial Coach program
• Sign-On Payment Eligibility
  :$250-$1,000 after signing the PEP agreement based based 120-day timeline to successful completion of FINRA required licenses and registrations
• Stable Pay
  After completing PEP you will be eligible to become a 20th edition financial professional Equitable Advisors supports w biweekly stable pay for up to 24 mo of career in wealth manage on 40 hr week w $33,500 annualy
• Commissions and Bonus
  :
  
  In addition stable pay, financial professionals hold be eligible to earn commissions and bonus.
• Employes Benefits Eligibility
  :
  
  Eligible financial professionals participate in our comprehensive benefits program inc health dental vision 401k ESPP disability life insurance transportation Reimbursement Incentive Program TRIP subject to terms and conditions of the program as may effect from time to time

Our Impact & Culture

Equitable Advisors is committed to positive in the lives of its people and their communities. We value diversity & inclusivity, provide wellness programs & employee resource groups. Our commitment to Force for Good is s reflected in programs like 1,000 Hours of Giving, We ...

We are always seeking top talent & community of financial professionals. We part of recruitment effort, applications welcom wat any time no deadline. So we remain open to exceptional candidates whenever they ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI & TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of CA, LLC; Equitable Network Insurance Agency of UT, LLC; Equitable Network of PR, Inc.) Equate.:
Equal Opportunity Employer. M/F/D/V. GE-7814315.1 (4/25)(Exp.
4/29)