Financial Services Associate

4 days ago


Greenville, South Carolina, United States Equitable Services Full time
About the Role

We are seeking a highly motivated and results-driven Financial Services Associate to join our team at Equitable Services. As a Financial Services Associate, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Recruit and select new financial sales professionals and provide them with training, coaching, and joint-work opportunities to help them succeed.
  • Ensure compliance oversight and supervision to maintain a sound and profitable personal and district sales practice.
  • Exemplify the successful financial professional profile by maintaining a strong and profitable sales practice consistent with company strategy.
Requirements
  • A four-year college degree is preferred but not required.
  • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
  • 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
  • Compensation you control and a complete benefits package.
  • Personalized and comprehensive training and support in all areas important to building your business.
  • Sponsorship as well as coaching to obtain the licensing required for hire.
  • Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
  • Ability to work jointly with senior joint-work partners and to be coached by top performers.
  • Advancement and management opportunities.
  • A work-life balance and access to a full suite of remote-work technology solutions.


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