Wealth Management Consultant
2 weeks ago
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 motivated individual to take on the role of Entry-Level Financial Strategist to launch their career in wealth management. As a member of our team, you will:
- Begin with a portfolio of leads and existing 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 grow your client portfolio, ensuring that plans remain relevant while actively pursuing new opportunities
- Maintain regular communication with clients to stay updated on any changes in their financial situations
- Provide expert and impartial financial guidance customized for various customer segments, emphasizing high-quality service
- Market financial products such as life insurance, annuities, and investment alternatives
Qualifications for a Financial Strategist
- A bachelor's degree is preferred but not essential, along with relevant FINRA securities certifications
- At least 3 years of professional experience, ideally in Finance, Sales, Consulting, or Marketing
- If you do not possess specific credentials, support will be available from Equitable Advisors to obtain necessary state licenses and FINRA Series 7 and 63/66 registrations
- A results-driven mindset, self-motivation, integrity, and a commitment to assisting clients in achieving their financial goals
- A collaborative individual with outstanding interpersonal and communication skills, along with confidence
- The ability to leverage past experiences and connections to cultivate markets and build enduring relationships
- An entrepreneurial mindset
Applicants must be eligible to work in the United States
Additional qualifications such as an MBA, JD, CFP, CPA, or ChFC are advantageous
Benefits of Working with Equitable Advisors
- Control over your earnings and a comprehensive benefits package
- Personalized 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 start, and our training program is designed to meet your 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.
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