Financial Planning Professional
Company: Equitable Advisors
Posted on: November 19, 2021
Equitable Advisors is currently seeking someone to join our team
as a Financial Professional. As a Financial Professional, you
--- Analyze financial information obtained from clients to
determine strategies, financial products and services to help
clients meet their financial objectives --- Build and maintain
client base, keep client plans up-to-date and acquire new clients
on an ongoing basis --- Contact clients periodically to determine
if there have been changes in their financial status --- Provide
knowledgeable, objective financial guidance and customized to
consumer segments that demand high quality service --- Sell
financial products and services including life insurance, annuities
and investment options
What it takes to be an Equitable Advisors' Financial
--- A four-year college degree is preferred but not required ---
Relevant professional FINRA securities registrations --- If you do
not have them, you will be required to attain state life and health
licenses, SIE, FINRA Series 7 and 63 exams --- 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 --- Must be authorized to work in the
United States --- MBA, JD, CFP--, CPA or ChFC, a plus
Benefits of working with us
--- Compensation you control and a complete benefits package ---
Personalized and comprehensive training and support --- Advancement
and management opportunities --- A work-life balance
You will receive support that is unparalleled in the industry. To
get you up and running, Equitable Advisors will sponsor your
pursuit of the licensing requirements, and our training curriculum
is designed to meet you where you are, providing you the skills and
tools you need for the opportunity to succeed.
Securities offered through Equitable Advisors, LLC (NY, NY ),
member FINRA, SIPC (Equitable Financial Advisors in MI & TN).
Investment advisory products and services offered through Equitable
Advisors, LLC, an SECregistered investment advisor. Annuity and
insurance products offered through Equitable Network, LLC.
Equitable Advisors, LLC is an equal opportunity employer.
If reasonable accommodation is needed to participate in the job
application or interview process or to perform the essential job
functions of this position, please email us at .
GE- (06/20) (Exp.06/22)
Make Equitable Advisors your first choice!
Keywords: Equitable Advisors, Salem , Financial Planning Professional, Accounting, Auditing , Idanha, Oregon
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