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Financial Services Professional

2 months ago

Cleveland, Ohio, United States Equitable Services Full time

About Equitable Services

Equitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.

Job Summary

We are seeking a highly motivated and results-driven Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing expert financial guidance and advice to our clients, helping them to achieve their financial objectives and secure their financial well-being.

Key Responsibilities

  • Provide expert financial guidance and advice to clients, including investment planning, retirement planning, and estate planning.
  • Develop and implement customized financial plans to meet the unique needs of clients.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Stay up-to-date with industry trends and developments, ensuring that clients receive the latest and most effective financial solutions.
  • Collaborate with other members of the Equitable Services team to ensure seamless delivery of financial services to clients.

Requirements

  • FINRA Series 7 and Series 66 licenses (or ability to obtain within 6 months)
  • 2+ years of experience in financial services or a related field
  • Strong knowledge of financial products and services, including investments, retirement plans, and estate planning
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Ability to work in a fast-paced environment and meet deadlines

Benefits

  • Competitive salary and bonus structure
  • Comprehensive benefits package, including health, dental, and vision coverage
  • 401(k) plan with company match
  • Opportunities for professional development and career advancement