Job Details
Sound Partners (with Equitable Advisors)
Entry-Level Financial Advisor
We value your ambition. Sound Partners is currently seeking someone to join our team as an Entry-Level Wealth Management Advisor position to fast track their career. As an Sound Partners professional, you will:
- Receive a leads and a internal set of clients to begin working with
- Work in tandem with Senior Financial Advisors in the firm
- Learn via structured training and mentorship how to grow your client base
- Analyze financial information obtained from clients to determine strategies, financial 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 to consumer segments that demand high quality service
- Position financial products and services including life insurance, annuities and investment options
What it takes to be a Financial Advisor
- A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
- 3+ years of professional working experience, preferably in Finance, Sales, Consulting, or Marketing
- If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
- 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
- Entrepreneurial Mindset
Must be authorized to work in the United States
MBA, JD, CFP , CPA or ChFC, a plus
Benefits of working with Equitable Advisors
- Compensation you control and a complete benefits package
- Personalized and comprehensive training and support
- Advancement opportunities
- A work-life balance most financial careers don t offer
You will receive support that is unparalleled in the industry. To get you up and running, Sound Partners (with Equitable Advisors) will lead and coordinate your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, are Equal Opportunity Employers M/F/D/V. AGE- 4681009.1(4/22)(Exp.4/24)