Financial Planning Specialist

1 week ago


Tacoma, Washington, United States Equitable Advisors Full time
Opportunity at Equitable Advisors

We are seeking a dedicated and results-driven Financial Planning Professional to join our team at Equitable Advisors. Our firm is committed to helping clients achieve financial security and pursue fulfilling lives.

Key Highlights:

  • Diversity, Equity, and Inclusion Initiatives: We prioritize creating an inclusive work environment that values diversity and promotes equity.
  • Community Engagement: Our team participates in community programs like “1,000 Hours of Giving Back” and “Equitable Excellence” to make a positive impact.
  • Work-Life Balance: We promote a healthy work-life balance to ensure our professionals can maintain their authenticity and well-being.

Training and Development:

Our comprehensive training program equips you with essential skills for client management, market development, and more. Ongoing education opportunities and professional certifications enhance career growth.

Requirements:

  • Authorized to work in the U.S.
  • Four-year degree preferred
  • Commitment to obtaining necessary licenses and certifications
  • Results-driven, motivated, team player with integrity

Compensation and Benefits:

As a Financial Professional, you will have access to a structured training program with potential for substantial earnings. Medical insurance, retirement plans, and other benefits are available upon program completion.

Equitable Advisors Mission:

We prioritize understanding and fulfilling our clients' financial needs through trust, guidance, and cutting-edge strategies.



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