Financial Services Representative
3 weeks ago
About the Role
We are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.
Key Responsibilities
- Develop and implement customized financial plans for clients
- Provide ongoing financial guidance and support to clients
- Build and maintain strong relationships with clients and colleagues
- Stay up-to-date on industry trends and developments to provide the best possible service to clients
Requirements
- Bachelor's degree in a related field (or equivalent experience)
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
- Results-driven and motivated with a strong work ethic
What We Offer
- Competitive salary and bonus structure
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Comprehensive benefits package, including medical, dental, and vision insurance
About Equitable Advisors
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being and provide them with the confidence to pursue long and fulfilling lives.
Our Culture
We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
Why Join Us?
At Equitable Advisors, we offer a unique opportunity to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. We are committed to delivering amazing customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeFinancial Services RepresentativeAt Equitable Advisors, 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 providing exceptional customer service and building long-term relationships with our clients.About the RoleThis is an exciting...
-
Financial Services Representative
4 weeks ago
New York, New York, United States Experior Financial Group Full timeWe are seeking a motivated and licensed Financial Sales Representative to join our team on a 1099 commission-based arrangement.We are a multi-million dollar business dedicated to building high-performers with the financial service industry. Our mission is to empower the average American family to achieve their financial goals and dreams.The RoleWe are...
-
Customer Service Representative
3 weeks ago
New York, New York, United States Voya Financial Full timeKey ResponsibilitiesThe Participant Services Representative plays a vital role in delivering exceptional customer service to participants in employer-sponsored retirement plans. This includes answering inbound calls, assessing participant needs, and providing service resolution through clear and concise explanations of plan features and benefits.Key Skills...
-
Client Services Representative
4 weeks ago
New York, New York, United States Cetera Financial Group Full timeJob SummaryThis role supports Financial Advisors (Registered Representatives) in running their day-to-day Investment practice while enhancing the customer service level and experience. The Client Services Representative works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions,...
-
Financial Services Professional
4 weeks ago
New York, New York, United States Fifth Avenue Financial Full timeJob OverviewFifth Avenue Financial is seeking a skilled Financial Services Representative to drive business growth and deliver exceptional customer experiences.Key Responsibilities:Build and maintain a portfolio of customers, providing tailored financial advice and services to meet their unique needs and objectives.Analyze customer financial situations and...
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...
-
Financial Services Representative
4 weeks ago
New York, New York, United States Modern Woodmen Full timeAbout the RoleAs a Financial Representative Associate at Modern Woodmen of America, you will have the opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. This role requires a motivated individual with an entrepreneurial mindset, a passion for giving back to the local community,...
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeFinancial Professional OpportunityWe are seeking a highly motivated and results-driven Financial Professional to join our team at Equitable Advisors. As a Financial Professional, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.About Equitable AdvisorsEquitable Advisors is a respected wealth...
-
Financial Services Representative
4 weeks ago
New York, New York, United States Carver Federal Savings Bank Full timeJob SummaryThe Financial Services Representative will be responsible for acquiring new clients and cross-selling community outreach/development services. This role requires a strong understanding of the Bank's sales process and the ability to interact with customers in a professional and knowledgeable manner. Key responsibilities include acquiring new...
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeAbout Equitable AdvisorsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their...
-
Financial Services Representative
3 weeks ago
New York, New York, United States TD Bank Full timeWe are seeking a Financial Services Representative to join our team at TD Bank. As a Financial Services Representative, you will have the opportunity to work in a dynamic environment where you will be responsible for providing excellent customer service and financial guidance to our clients.The ideal candidate will have excellent communication and...
-
Senior Financial Advisor Representative
2 weeks ago
New York, New York, United States Ameriprise Financial Services, LLC Full timeFinancial Advisor Career Opportunity at Ameriprise Financial Services, LLCJob Summary: We are seeking a highly motivated and skilled Financial Advisor to join our team at Ameriprise Financial Services, LLC. As a Financial Advisor, you will be responsible for developing and implementing comprehensive financial plans for our clients, helping them achieve their...
-
Financial Services Professional
4 weeks ago
New York, New York, United States Ameriprise Financial Services, LLC Full timeFinancial Advisor Career OpportunityWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Ameriprise Financial Services, LLC. As a key member of our financial services team, you will be responsible for building relationships with clients, developing comprehensive financial plans, and implementing portfolio...
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeFinancial Professional OpportunityWe are seeking a highly motivated and results-driven Financial Professional to join our team at Equitable Advisors. As a Financial Professional, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.About the RoleThis is an exciting opportunity to work with a...
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeFinancial Professional OpportunityWe are seeking a highly motivated and results-driven Financial Professional to join our team at Equitable Advisors. As a Financial Professional, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.About Equitable AdvisorsEquitable Advisors is a respected wealth...
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeAbout Equitable AdvisorsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We strive to deliver amazing customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver customized...
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...
-
Financial Services Representative
4 weeks ago
New York, New York, United States New York Community Bank Full timeJob SummaryA Financial Services Representative at New York Community Bank provides customers with high-quality, prompt, and professional financial services. This role involves interacting with clients and delivering exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial...
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeAbout Equitable AdvisorsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being and pursue long and fulfilling lives. Our team of experienced financial professionals is dedicated to providing customized financial strategies to our clients, emphasizing trust, guidance, and technology.Our ApproachWe take a...