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Financial Services Representative

2 months ago

Melville, New York, United States Equitable Services Full time
About Equitable Services

Equitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.

Job Summary

We are seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for building and maintaining relationships with clients, providing financial guidance and advice, and helping them achieve their financial objectives.

Key Responsibilities
  • Build and maintain relationships with clients to understand their financial needs and goals
  • Provide financial guidance and advice to clients, including investment and retirement planning
  • Develop and implement customized financial plans to meet the unique needs of clients
  • Stay up-to-date on industry trends and developments to provide the best possible service to clients
  • Work collaboratively with other members of the team to achieve business objectives
Requirements
  • Bachelor's degree in a related field (e.g. finance, business, economics)
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Results-driven and motivated individual with a strong work ethic
  • Ability to obtain necessary licenses and certifications (e.g. Series 7 and 66)
What We Offer
  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Comprehensive benefits package, including health insurance and retirement plan
About Our Company Culture

At Equitable Services, we value diversity, equity, and inclusion in the workplace. We believe that a diverse and inclusive team is essential to delivering exceptional customer service and achieving business success. We are committed to creating a work environment that is respectful, supportive, and inclusive of all employees.

Why Join Our Team?

As a Financial Services Representative at Equitable Services, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional customer service and helping individuals and businesses achieve their financial goals. You will also have access to comprehensive training and development programs, as well as opportunities for professional growth and advancement.