Financial Services Specialist
5 days ago
At Equitable Advisors, we're dedicated to helping our clients achieve their financial goals and secure their financial well-being. Our team of experienced financial professionals is passionate about delivering exceptional customer experiences and building long-term relationships based on trust, guidance, and technology.
Our MissionWe strive 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. Our commitment to diversity, equity, and inclusion drives our efforts to develop diverse talent and foster an inclusive work environment.
Our ValuesWe value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
Our BenefitsWe offer a comprehensive benefits package, including medical insurance, 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), Short- and Long-Term Disability Programs, Basic Group Life Insurance, and Transportation Reimbursement Incentive Program (TRIP). Our entry-level training curriculum is designed to empower you with the skills and tools needed for success, including client relationship management, product knowledge, sales techniques, market development, role play, and access to a full suite of remote-work technology solutions.
RequirementsTo be successful in this role, you'll need to be a 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. You'll also need to be a team player with excellent interpersonal skills and communication abilities, and the ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
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