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Entry Level Wealth Management


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Company

Equitable Advisors

Description

Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectivesBuild and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basisContact clients periodically to determine if there have been changes in their financial statusProvide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality serviceSell financial products and services including life insurance, annuities and investment optionsWhat it takes to be an Equitable Advisors Financial ProfessionalA four-year college degree is preferred but not requiredRelevant professional FINRA securities registrationsIf you do not have them, you will be required to attain state life and health licenses, SIE, FINRA Series 7 and 63 examsResults-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futuresTeam player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidenceAbility to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationshipsMust be authorized to work in the United StatesMBA, JD, CFP , CPA or ChFC, a plusBenefits of working with usCompensation you control and a complete benefits packagePersonalized and comprehensive training and supportAdvancement and management opportunitiesA work-life balanceYou will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need for the opportunity to succeed.Securities offered through Equitable Advisors, LLC (NY, NY (212) ###-####), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/VGE-3085723 (06/20) (Exp.06/22)Make Equitable Advisors your first choice!
Posted Date
08/26/2021

Listing ID
76968545
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