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Financial Services Specialist

2 months ago

Rochester, New York, United States Equitable Services Full time
Job Summary

We are seeking a skilled Financial Advisor to join our team at Equitable Services. As a Financial Advisor, you will provide comprehensive financial planning, investment advice, and portfolio management services to clients.

Key Responsibilities
  • Assess clients' financial goals and develop personalized financial plans, utilizing your knowledge and expertise to create tailored solutions.
  • Offer recommendations on various investment products and services based on clients' needs and risk tolerance, ensuring alignment with their goals.
  • Monitor and manage clients' investment portfolios, making adjustments as necessary to ensure they remain aligned with their goals.
  • Provide ongoing financial advice and guidance to clients, keeping them informed of market trends and changes that may impact their investments.
  • Build and maintain strong client relationships through regular communication and meetings, fostering trust and loyalty.
  • Stay up-to-date on industry regulations and compliance requirements, ensuring adherence to all applicable laws and regulations.
  • Collaborate with other team members to identify opportunities for cross-selling and referral business, driving growth and revenue.
Requirements
  • Strong interpersonal skills and ability to build rapport with clients, establishing trust and credibility.
  • Excellent communication and presentation skills, effectively conveying complex financial information to clients.
  • Detail-oriented, with a focus on accuracy and precision in financial planning and portfolio management.
  • Ability to work independently and as part of a team, collaborating with colleagues to achieve shared goals.
  • Willingness to obtain necessary licenses and certifications, demonstrating a commitment to ongoing professional development.
Benefits
  • Competitive compensation package, reflecting your value to our organization.
  • Comprehensive health, dental, and vision insurance plans, ensuring your well-being and protecting your family.
  • Retirement savings plans with employer matching and contributions, helping you build a secure financial future.
  • Ongoing professional development and advancement opportunities, empowering you to grow and succeed in your career.
  • Collaborative and supportive work environment, fostering a culture of teamwork and mutual respect.