Financial Professional

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Columbia, United States Equitable Advisors Full time

Here at Equitable, we value your ambition Equitable is currently seeking someone to join our team as a Wealth Management Associate, with an opportunity to a VP professional to fast track their career into Management within 24 months. As an Equitable Advisors’ Professional, you will:


  • Go through our Leadership Development School, Management Development School, and learn how to build a book of business
  • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
  • 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 to consumer segments that demand high quality service
  • Sell financial products and services including life insurance, annuities and investment options
  • Begin the process of leading a team of Financial Advisors to help them achieve their goals



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    Found in: Appcast US C2 - 1 week ago


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    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


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