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Financial Services Associate

2 months ago

Wellesley, Massachusetts, United States Equitable Advisors Full time

Overview:

Equitable Advisors is on the lookout for enthusiastic individuals eager to embark on a career in the financial services sector.

Role Responsibilities:

  • Evaluate client financial data to formulate strategies and suggest suitable financial solutions.
  • Develop and nurture a client portfolio while consistently seeking new client opportunities.
  • Offer tailored recommendations and market financial products and services.

Qualifications:

  • A college degree is preferred.
  • Must acquire necessary licenses and complete required examinations.
  • Demonstrated results-oriented mindset with a strong work ethic.
  • Exceptional communication and interpersonal skills.
  • Capability to cultivate markets and maintain client relationships.

What We Offer:

  • Flexibility in compensation and benefits structure.
  • Thorough training and ongoing support.
  • Opportunities for career advancement and access to remote working tools.

About Us:

Founded in 1859, Equitable is dedicated to assisting individuals in achieving secure financial futures through innovative solutions. Explore a rewarding career as a Financial Professional and pave your path to success.