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Financial Advisory Sales Consultant

2 months ago

Dallas, Texas, United States Equitable Advisors Full time

Position Title: Financial Advisory Sales Consultant
Company: Equitable Advisors

Join our esteemed financial services firm committed to empowering clients in reaching their monetary aspirations and safeguarding their financial well-being. We are seeking a skilled and driven Financial Advisory Sales Consultant to become part of our team, with the potential for swift progression to a leadership role.

As a Financial Advisory Consultant at Equitable Advisors, you will work closely with experienced financial planners and wealth management professionals to provide holistic financial strategies and investment management services to affluent clients.

Your key responsibilities include:

  • Crafting and executing financial strategies customized to clients' objectives
  • Performing investment analysis and research to uncover optimal opportunities
  • Overseeing and assessing client investment portfolios to ensure they meet established goals
  • Fostering and nurturing robust client relationships
  • Collaborating with colleagues to deliver comprehensive wealth management solutions

Accelerated Career Advancement:

Our Accelerated Career Advancement Program is tailored for rapid professional growth, aiming for promotion to a leadership position within a short timeframe. Prepare for practical experience, mentorship, and performance-driven criteria guiding you towards success within our organization.

Qualifications:

  • A bachelor's degree is preferred; relevant financial certifications are advantageous
  • Goal-oriented, highly driven, with excellent interpersonal abilities
  • A collaborative team member with a passion for helping clients achieve financial security
  • Legally authorized to work in the United States

Advantages of joining Equitable Advisors:

  • Autonomy over earnings and a comprehensive benefits package
  • Tailored training, support, and opportunities for professional growth
  • Pathway to leadership roles within a brief period
  • Dynamic workplace with ample growth prospects

Become Part of Our Team:

If you are motivated, ambitious, and ready to make a significant impact on clients' financial journeys, consider a fulfilling career in financial advisory with Equitable Advisors.