Wealth Management Associate
Posted 2 months ago Expired
This job has expired
Looking for a job like Wealth Management Associate in or near Phoenix, AZ? Upload your resume and we'll notify you when similar positions become available.
Upload Your ResumeAbout This Role
As a Financial Professional, you will provide knowledgeable, objective financial guidance and customized strategies to clients. The role involves building and maintaining a client base, keeping financial plans up-to-date, and acquiring new clients.
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
Requirements
- A four-year college degree
- 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
Qualifications
- A four-year college degree
Benefits
About Equitable Advisors
Equitable Advisors is seeking highly motivated individuals to join their dynamic team in Phoenix to build meaningful relationships and help people make financial decisions.