Financial Advisor

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Job description

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

Securities offered through Equitable Advisors, LLC (NY, NY ), 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