Entry Level Financial Advisor

 

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 2024-12-04