Financial Services Representative

3 weeks ago


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

Financial Services Representative

At Equitable Advisors, we are seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service and building long-term relationships with our clients.

About the Role

This is an exciting opportunity to work with a respected wealth management firm and contribute to the success of our clients. As a Financial Services Representative, you will have the opportunity to work with a variety of financial products and services, including investment management, retirement planning, and estate planning.

Responsibilities

  • Provide exceptional customer service to clients and respond to their needs in a timely and professional manner.
  • Build and maintain long-term relationships with clients through regular communication and follow-up.
  • Develop and implement customized financial plans for clients, taking into account their unique goals and objectives.
  • Stay up-to-date on industry trends and developments, and provide clients with expert advice and guidance.

Requirements

  • Bachelor's degree in a related field, such as finance or business.
  • Strong communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Results-driven and motivated, with a strong desire to succeed in a fast-paced environment.
  • Ability to work in a team environment and contribute to the success of the team.

What We Offer

As a Financial Services Representative at Equitable Advisors, you will have the opportunity to work with a respected wealth management firm and contribute to the success of our clients. We offer a competitive compensation package, including a base salary and commission structure, as well as opportunities for professional development and advancement.

How to Apply

If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.



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