Financial Services Representative

4 weeks ago


New York, New York, United States Equitable Services Full time

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
  • Provide guidance and advice on investment and retirement strategies
  • Build and maintain strong relationships with clients and colleagues
  • Stay up-to-date on industry trends and developments

Requirements

  • 4-year college degree (preferred but not required)
  • Ability to obtain required state licenses and registrations
  • Results-driven and highly motivated individual with excellent communication skills
  • Ability to work in a team environment and build strong relationships with clients and colleagues

What We Offer

  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

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 and provide them with confidence to pursue long and fulfilling lives.

Our Culture

We 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.

Why Join Us?

At Equitable Advisors, we offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) plan with company match, and employee stock purchase plan. We also provide opportunities for professional growth and development, including training and support to help you succeed in your role.



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