Financial Advisor - Kansas City (5206)

Financial Advisor - Kansas City (5206) ( 250000JJ )

Primary Location : UNITED STATES-KS-KANSAS CITY

Organization : Equitable Advisors

Description

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.

Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.

Daily Activities may include

Networking to discover new talent to grow your team

Coaching from your experience & training to develop new Financial Professionals

Collaborating with local leadership to strengthen values, mission and vision

Committing to personal and district goals consistent with branch and company strategy

Supervisory skills ensuring compliance and brand are met

Fostering diverse talent and enabling an inclusive work environment

Teambuilding through culture and events

Qualifications

Requirements

Four-year college degree preferred but not required

Complete 12 months as entry level Financial Professional meeting requirements including licensing : State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base

Must pass FINRA Series 24 exam prior to stepping into leadership

Ability to draw upon past / present experiences and acquaintances to develop markets and sustain long-term relationships

Desire to help others plan for and protect their financial futures

Knowledge of our products & services

High degree of self-confidence but team first attitude

Authorized to work in the United States

Training & Support

Leadership Development School

Equitable Advisors' Virtual University

Columbia Holistic Financial Coach Program

Sponsorship for FINRA licensing

Working closely with top leadership thru 1 : 1 coaching

Joint work and mentorship opportunities

Personalized training and support in all areas important to building your business

Opportunity to earn specialized designations such as Certified Financial Planner (CFP®)

Compensation & Benefits

Unlimited earning potential and comprehensive benefit plans sponsored by the company : Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance

Work-life balance and access to a full suite of remote-work technology solutions

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!

If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M / F / D / V. GE 8204370.1(7 / 25)(Exp7 / 29)

Req ID : 250000JJ