Description We’re looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nation’s leading financial services firms.
• Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
• Provide information/education to clients about the purpose and details of financial products, services and strategies.
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
• Contact clients periodically to determine if there have been changes in their financial status.
• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service Individuals who excel at Equitable Advisors come from many different professional backgrounds including:
• Law
• Brokerage
• Banking
• Management
• Accounting Job Requirements
• A four-year college degree is preferred but not required
• Relevant professional FINRA securities registrations
• If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Must be authorized to work in the United States