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- Ensuring compliance oversight and supervision.
- Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy.
- A four-year college degree
- You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
- 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
- Compensation you control and a complete benefits package
- Personalized and comprehensive training and support in all areas important to building your business
- Sponsorship as well as coaching to obtain the licensing required for hire
- Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
- Ability to work jointly with senior joint-work partners and to be coached by top performers
- Advancement and management opportunities
- A work-life balance and access to a full suite of remote-work technology solutions
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Experienced Wealth Management Advisor - Portland, United States - Equitable Advisors LLC
Description
OverviewYou are a leader. You have the vision to chart long-term strategies and the persistence to put those strategies into practice.
We are leaders with perseverance and discipline, and we can look forward to the opportunity for a satisfying professional future.
Equitable Advisors is a dynamic and growing financial services company, has an immediate opening for a District Manager.The individual selected will be responsible for building and implementing a marketing and business plan committed to long-term growth and productivity goals.
Key responsibilities include:
With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success.
We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform.
We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.
What Equitable Advisors Offers
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