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Financial Services Representative

2 months ago

Portsmouth, Virginia, United States Equitable Advisors LLC Full time
Financial Advisor Opportunity

We are seeking a skilled and strategic Financial Advisor to fill an entry-level position at Equitable Advisors LLC. As a key member of our team, you will play a vital role in helping clients achieve their financial goals through a variety of planning services.

Key Responsibilities:
  • Understand and address the financial concerns of clients
  • Educate clients on financial planning and risk management strategies
  • Promote customized financial solutions to achieve long-term goals
  • Cultivate relationships with clients to provide ongoing support and guidance
  • Develop and maintain a strong network of professional contacts to identify new business opportunities
  • Provide expert advice on insurance and financial products to help clients achieve financial security
  • Build and maintain long-term relationships with clients through trust, continuity, and exceptional service
Requirements:
  • Demonstrated sales experience or an enterprising attitude
  • Excellent communication and interpersonal skills
  • Dedication to helping families and businesses achieve financial success
  • Knowledge of the financial industry and its products
  • Strong computer skills, including proficiency in Microsoft Office and CRM systems
  • Superior communication, relationship-building, and math skills
  • Bachelor's degree in business administration, finance, or a related field

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.