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Wealth Management Consultant

2 months ago

Columbia, South Carolina, United States Sound Partners Full time

Sound Partners (in collaboration with Equitable Advisors)

Entry-Level Financial Strategist

At Sound Partners, we appreciate your ambition and commitment. We are currently seeking a candidate for the position of Entry-Level Wealth Management Consultant to embark on a rewarding career path. As a member of our team, you will:

  • Begin with a portfolio of leads and established clients to accelerate your growth
  • Work closely with experienced Financial Advisors within the organization
  • Participate in structured training and mentorship to broaden your client outreach
  • Evaluate client financial information to create tailored strategies and suggest appropriate financial solutions
  • Develop and enhance your client portfolio, ensuring plans are up-to-date while actively pursuing new opportunities
  • Maintain regular communication with clients to stay updated on any shifts in their financial situations
  • Provide expert and impartial financial guidance customized for various customer demographics, emphasizing exceptional service
  • Market financial products including life insurance, annuities, and investment opportunities

Qualifications for a Financial Strategist

  • A bachelor's degree is preferred but not essential, along with relevant FINRA securities certifications
  • A minimum of 3 years of professional experience, preferably in Finance, Sales, Consulting, or Marketing
  • If you do not possess specific credentials, Equitable Advisors will assist you in obtaining state licenses and FINRA Series 7 and 63/66 registrations
  • A results-driven mindset, self-motivation, integrity, and a commitment to helping clients achieve their financial goals
  • A collaborative individual with outstanding interpersonal and communication skills, along with confidence
  • Ability to utilize past experiences and connections to cultivate markets and foster enduring relationships
  • An entrepreneurial mindset

Applicants must be authorized to work in the United States

Additional qualifications such as an MBA, JD, CFP, CPA, or ChFC are advantageous

Benefits of Joining Equitable Advisors

  • Autonomy over your earnings and a comprehensive benefits package
  • Customized training, continuous support, and opportunities for career advancement
  • A work-life balance that is often rare in the financial sector

You will receive exceptional support in the field. Sound Partners (in partnership with Equitable Advisors) will assist you throughout the licensing process to ensure a seamless transition, and our training program is designed to meet your specific needs, equipping you with the essential skills for success.

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.