Financial Services Representative

3 weeks ago


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

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.



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