Description:
We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community.
With us, you will be a part of a recognized and respected company that offers:
o Compensation you control and a complete benefits package
o Personalized and comprehensive training and support in all areas important to building your business
o Sponsorship as well as coaching to obtain the licensing required for hire
o Ability to focus in numerous areas from being a Certified Financial Planner professional, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
o Ability to work jointly with senior joint-work partners and to be coached by top performers
o Advancement and management opportunities
o A work-life balance and access to a full suite of remote-work technology solutions
Responsibilities
As a Financial Professional, you will:
o Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
o Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
o Contact clients periodically to determine if there have been changes in their financial status.
o Sell financial products and services including life insurance and annuities and investment options
Organization | Equitable Advisors |
Industry | Banking / Financial Services Jobs |
Occupational Category | Entry Level Financial Advisor |
Job Location | New York,USA |
Shift Type | Morning |
Job Type | Full Time |
Gender | No Preference |
Career Level | Intermediate |
Experience | 2 Years |
Posted at | 2023-12-19 2:45 pm |
Expires on | 2024-12-22 |