Financial Services Professional
3 weeks ago
Equitable Services is seeking a skilled Financial Advisor to provide comprehensive financial planning, investment advice, and portfolio management services to clients. As a Financial Advisor, you will have the opportunity to develop and grow your own client base while working alongside a supportive team of experienced professionals.
Key Responsibilities:
- Assess clients' financial goals and develop personalized financial plans
- Offer recommendations on various investment products and services based on clients' needs and risk tolerance
- Monitor and manage clients' investment portfolios, making adjustments as necessary to ensure they remain aligned with their goals
- Provide ongoing financial advice and guidance to clients, keeping them informed of market trends and changes that may impact their investments
- Build and maintain strong client relationships through regular communication and meetings
- Stay up-to-date on industry regulations and compliance requirements, ensuring adherence to all applicable laws and regulations
- Collaborate with other team members to identify opportunities for cross-selling and referral business
Requirements:
- Must be willing to obtain: NY L&H, SIE, Series 7 and 66 licenses
- Strong interpersonal skills and ability to build rapport with clients
- Excellent communication and presentation skills
- Detail-oriented
- Ability to work independently and as part of a team
Benefits:
- Competitive compensation package ranging from $60,000 to $300,000 per year, depending on performance
- Comprehensive health, dental, and vision insurance plans
- Retirement savings plans with employer matching, employer contributions, and profit sharing
- Ongoing professional development and advancement opportunities
- Collaborative and supportive work environment
About the Company:
Equitable Services is a leading financial services company dedicated to helping individuals and businesses achieve their financial goals. With a history dating back over 160 years, Equitable has a strong reputation for providing innovative and personalized solutions to our clients. We are committed to fostering a diverse and inclusive work environment where employees can thrive and grow their careers. Equitable is an equal opportunity employer.
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