What are the responsibilities and job description for the Career Opportunities in Financial Planning position at Equitable Advisors?
At Equitable Advisors, our goal is to help individuals achieve financial stability and freedom. As a Financial Professional, you will play a key role in building meaningful relationships with clients and providing them with expert guidance on their financial decisions.
Responsibilities
- Provide personalized financial planning strategies to consumers who demand high-quality service.
- Build and maintain a client base by staying up-to-date on their plans and acquiring new clients through ongoing efforts.
- Contact clients periodically to assess changes in their financial situation.
- Incorporate holistic life planning and financial planning strategies to offer recommendations and sell suitable financial products and services.
