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Financial Services Professional

2 months ago

Bellevue, Washington, United States Equitable Advisors Full time
Unlock Your Potential as a Financial Expert

At Equitable Advisors, we're dedicated to empowering financial professionals to excel in their careers. As a Financial Expert, you'll play a vital role in delivering top-tier financial advice and tailored strategies to discerning client segments.

Key Responsibilities:

  • Conduct personalized consultations with potential clients to understand their financial goals and objectives
  • Develop and implement comprehensive financial solutions that cater to clients' ever-changing needs, including life insurance, investments, retirement, and estate planning
  • Collaborate with colleagues to leverage cutting-edge technology platforms and enhance client service
  • Attain recognized industry designations, such as CFP, Chartered Financial Consultant, and Chartered Life Underwriter, with our full support and encouragement

Requirements:

  • A bachelor's degree is a plus
  • Mandatory attainment of state life and health licenses, SIE, and FINRA Series 7 and 66 certifications
  • Demonstrated ability to cultivate markets, nurture enduring relationships, and contribute positively to clients' financial security

About Us:

Equitable Advisors, LLC offers securities (member FINRA, SIPC) and investment advisory services, ensuring compliance with SEC regulations. Annuities and insurance products are distributed through Equitable Network, LLC. Our commitment to equal opportunities makes us an employer of choice for diverse talent.