Financial Services Associate

2 weeks ago


Wellesley, Massachusetts, United States Equitable Advisors Full time

Overview:

Equitable Advisors is on the lookout for enthusiastic individuals to step into the role of a Financial Professional. This position offers a unique opportunity to engage with clients and assist them in achieving their financial goals.

Key Responsibilities:

  • Evaluate client financial data to devise strategies and suggest appropriate financial products.
  • Establish and nurture a client portfolio while consistently seeking new client opportunities.
  • Deliver tailored recommendations and facilitate the sale of financial products and services.

Qualifications:

  • A college degree is preferred.
  • Willingness to obtain necessary licenses and complete required examinations.
  • Driven by results with a strong commitment to work.
  • Exceptional communication and interpersonal skills.
  • Aptitude for market development and relationship management.

What We Offer:

  • Flexibility in compensation and benefits structure.
  • Thorough training and ongoing support.
  • Opportunities for career advancement and access to remote work tools.

About Equitable Advisors:

Founded in 1859, Equitable Advisors is dedicated to empowering individuals to secure their financial futures through innovative and effective solutions. Explore the path to success as a Financial Professional with us.



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