Financial Services Specialist

4 weeks ago


Wall, United States Equitable Advisors Full time
Financial Professional Opportunity

Equitable Advisors is seeking a motivated individual to join our team as a Financial Professional. This role offers a unique opportunity to work with clients, analyze financial data, and develop strategies to achieve their financial goals.

Key Responsibilities:

  • Analyze client financial data to provide informed recommendations on financial products and services
  • Establish and maintain a client portfolio, ensuring ongoing relevancy and expansion
  • Regularly communicate with clients to assess changes in their financial circumstances
  • Deliver tailored financial advice to clients, prioritizing premium service
  • Promote financial services and products, including life insurance, annuities, and investment opportunities

Requirements:

  • Authorization to work in the United States indefinitely
  • Ability to work at the specified job location


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