Emerging Financial Planner - MICHIGAN (5068)

Emerging Financial Planner - MICHIGAN (5068) ( 250000LK )

Primary Location : UNITED STATES-MI-Troy

Other Locations : UNITED STATES-MI-Kalamazoo, UNITED STATES-MI-Grand Rapids

Organization : Equitable Advisors

Description

Discover a New Career Path in Wealth Management

Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you’re looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management.

We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you’re navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services.

Key Responsibilities

Build and manage relationships with clients to understand their financial goals and needs

Educate clients on financial products and services

Collaborate with senior advisors to deliver financial solutions

Stay current on market trends, financial regulations, and product offerings

Participate in ongoing training and certification programs

Qualifications

Who Should Apply

We’re seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including :

Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation

Legal Professionals, experienced in compliance, trust management, and client advocacy

Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking

Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs

Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction

Qualifications

Bachelor’s degree or equivalent skills

Strong interpersonal and communication skills

Proven ability to build trust and long-term relationships

Self-motivated with a growth mindset and entrepreneurial spirit

Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66)

What We Offer

Structured training and mentorship

Competitive compensation with performance-based incentives

Benefits package including health and 401(k) retirement plan

Pathway to professional certifications and career advancement

Supportive, collaborative team environment

Opportunity to make a meaningful impact in clients’ lives

Ready to Make the Leap?

If you’re ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we’d love to hear from you.

Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services.

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- 8488828.1(10 / 25)(Exp.10 / 29)

Req ID : 250000LK