Financial Advisor
📋 Role Overview & Responsibilities
DescriptionWe’re looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nation’s leading financial services firms.• Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.• Provide information/education to clients about the purpose and details of financial products, services and strategies.• 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 strategies to consumer segments that demand high quality service
Individuals who excel at Equitable Advisors come from many different professional backgrounds including:• Law• Brokerage• Banking• Management• Accounting
Job Requirements• A four-year college degree is required• Relevant professional FINRA securities registrations• If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations• 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
Note -- applicants must be authorized to work in the United States.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), 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. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE-3702679 (08/21) (Exp.08/23)
Frequently Asked Questions
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This position is located in Columbia, MD with potential relocation and sponsorship assistance depending on candidate qualifications.
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