What are the responsibilities and job description for the Financial Planning Specialist position at Equitable Advisors?
At Equitable Advisors, we empower individuals to achieve financial stability and freedom. Our mission is to provide a rewarding career for those seeking a challenging yet fulfilling opportunity. As a Financial Advisor, you will play a vital role in helping clients plan for their financial futures, whether it's paying for education or saving for retirement.
As an Equitable Advisors' Wealth Management Associate, you'll be part of a respected company that offers:
- Compensation you control and a comprehensive benefits package
- Personalized training and support in all areas important to building your business
- Sponsorship and coaching to obtain the required licenses
- Ability to specialize in numerous areas from being a Certified Financial Planner to employee and executive benefits
- Ability to work with senior joint-work partners and be coached by top performers
- Advancement and management opportunities
- A work-life balance and access to remote-work technology solutions
Requirements
- A four-year college degree is preferred but not required
- State life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
- Results-driven, motivated individual who possesses integrity, a strong work ethic and a desire to help others plan for their financial futures
- Team player with excellent interpersonal skills and communication abilities, with a high degree of self-confidence
- Ability to develop markets and sustain long-term relationships
