What are the responsibilities and job description for the Expert Financial Strategist position at Equitable Advisors LLC?
Job Summary
We are seeking an experienced and skilled Financial Professional to join our team at Equitable Advisors LLC. As a key member of our financial services organization, you will play a crucial role in providing expert advice and guidance to clients on various financial matters.
Key Responsibilities:
- Develop and implement comprehensive financial plans tailored to meet the unique needs of high-net-worth individuals, athletes, entertainers, and physicians.
- Analyze financial data and provide actionable insights to help clients achieve their financial goals.
- Maintain and expand client relationships through regular communication, ensuring exceptional customer service and building trust.
- Stay up-to-date with industry trends, regulations, and best practices to provide expert advice and ensure compliance.
Requirements:
- A four-year college degree is preferred.
- 1-2 years of sales experience in the financial services industry.
- Obtain state Life and Health licenses and pass the FINRA SIE before joining.
- Possess knowledge of mutual funds, securities, and insurance industries.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Compensation and Benefits:
You will have access to a competitive compensation package consisting of a base pay or full commission model, financial planning fees upon meeting registration/credentialing requirements, and a potential bonus for eligible individuals. Additionally, you will benefit from an excellent comprehensive benefits package for eligible individuals, including health and dental coverage options, vision care coverage, stock purchase program, pension and 401(k) plan, short-term and long-term disability income insurance coverage options, group term life, and optional group universal life insurance coverage.
