Financial Services Representative
4 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, taking into account their unique needs and goals.
- Provide ongoing support and guidance to clients, helping them to stay on track with their financial plans.
- Build and maintain strong relationships with clients, understanding their financial situations and providing tailored advice and solutions.
- Stay up-to-date with industry developments and best practices, ensuring that clients receive the most effective and efficient financial planning services.
Requirements
- A four-year college degree is preferred but not required.
- Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures.
- Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence.
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
What We Offer
- Competitive compensation and benefits package, including medical insurance, 401(k) plan, and employee stock purchase plan.
- Opportunities for professional development and growth, including training and support to help you achieve your career goals.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about helping our clients achieve their financial goals.
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, providing them with 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 evolving financial needs throughout their lifetime.
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