What are the responsibilities and job description for the Estate Planning Advisor position at Equitable Advisors?
About This Opportunity
">We seek entrepreneurial-minded individuals to join our team as Financial Professionals. As part of our team, you will have the chance to:
Key Responsibilities
- Provide objective, expert financial guidance and tailored strategies to clients with high expectations for quality service.
- Establish and maintain strong client relationships, ensuring plans remain current and attracting new clients through continuous efforts.
- Regularly engage with clients to determine if their financial circumstances have changed.
- Integrate holistic life planning and financial planning approaches to offer recommendations and market suitable financial products and services.
Qualifications and Requirements
- A four-year college degree is required.
- State life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) must be obtained.
- The capacity to leverage past and present experiences, as well as connections, to develop markets and sustain long-term relationships.
- A results-driven, highly motivated individual who possesses integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures.
Advancement and Growth
- A comprehensive benefits package and compensation structure that rewards individual performance.
- The opportunity to collaborate with senior colleagues and be coached by top performers.
- Personalized training and support in all areas crucial to building a successful business.
- A healthy work-life balance and access to remote-work technology solutions.
