Financial Advisor - Kansas City (5206)

Equitable Holdings

Kansas City, Missouri, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Sales and business development
Equitable Holdings is seeking a Financial Advisor in Kansas City, Missouri, to provide financial planning and investment solutions to clients. The ideal candidate will possess strong interpersonal skills and a commitment to client service, with a focus on building long-term relationships. ###

Job Summary

  • The role involves providing comprehensive financial advice and planning services to clients in the Kansas City area.
  • Candidates will be responsible for building a client base and developing long-term financial strategies.
  • Equitable Holdings offers a supportive environment for professionals to grow their careers in wealth management.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Financial Advisor in Kansas City, Missouri, to provide financial planning and investment solutions to clients. The ideal candidate will possess strong interpersonal skills and a commitment to client service, with a focus on building long-term relationships. ###

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • client relationship management
  • financial planning expertise
  • sales and business development

Nice-to-have

  • strong communication skills
  • entrepreneurial mindset
  • proven track record of success

Key Requirements

  • Series 6 and Series 63 licenses required
  • Bachelor's degree preferred
  • Strong sales aptitude

Work Rights

Not specified

Tailored Resume

Cover Letter