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Emerging Financial Planner - MICHIGAN (5068)
Emerging Financial Planner - MICHIGAN (5068)Michigan Staffing • Troy, MI, US
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Emerging Financial Planner - MICHIGAN (5068)

Emerging Financial Planner - MICHIGAN (5068)

Michigan Staffing • Troy, MI, US
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  • [job_card.full_time]
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Emerging Financial Planner - Michigan

Equitable Advisors invites you to explore the world of wealth management. Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? 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 :

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

  • Real Estate Professionals
  • Legal Professionals
  • Business Owners
  • Banking Professionals
  • Account Managers

    • 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

    • 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.

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    Financial Planner • Troy, MI, US

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