Financial Advisor with pathway to Leadership
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Company Description
Equitable Advisors is a leading wealth management firm that supports the independence and growth of financial advisors. We provide resources and local support to help advisors serve their clients and build their practices on their own terms. With a strong national presence and a focus on supported independence, Equitable Advisors is committed to helping advisors succeed.
Role Description
This is a full-time hybrid role for a Financial Advisor with a pathway to a leadership position. The Financial Advisor will be responsible for providing financial planning and advisory services, including retirement planning and investment guidance. The role will involve working closely with clients to develop personalized financial strategies and assisting them in achieving their financial goals. Some remote work is allowed, but the role is primarily located in Dallas, TX.
Qualifications
- Must be willing to become FINRA licensed if not presently obtained
- Knowledge of Finance and Investments
- Strong interpersonal and communication skills
- Ability to analyze complex financial information and advise clients according
- Bachelor's degree in Finance, Economics, business or a related field
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