Financial Services Specialist

3 weeks ago


Secaucus, New Jersey, United States Equitable Services Full time

Financial Planning Consultant

At Equitable Advisors, we are seeking a highly motivated and results-driven Financial Planning Consultant to join our team. As a Financial Planning Consultant, you will be responsible for analyzing financial information obtained from clients to determine strategies, financial products, and services to help clients meet their financial objectives.

Key Responsibilities:

  • Analyze financial information to determine strategies and financial products to help clients meet their financial objectives.
  • Build and maintain a 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.

Qualifications:

  • A four-year college degree is preferred but not required.
  • Relevant professional FINRA securities 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.
  • Must be authorized to work in the United States.
  • MBA, JD, CFP, CPA, or ChFC, a plus.

Benefits:

  • Compensation you control and a complete benefits package.
  • Personalized and comprehensive training and support.
  • Advancement and management opportunities.
  • A work-life balance.

At Equitable Advisors, we offer a comprehensive training program to help you succeed in your role. Our team is dedicated to providing you with the support and resources you need to excel in your career.



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