What are the responsibilities and job description for the Wealth Management Professional position at Equitable Advisors?
About the Role
We are seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In this role, you will be responsible for delivering knowledgeable and objective financial guidance to clients, while also building and maintaining a strong client base.
Key Responsibilities
- Develop customized financial plans for clients based on their unique needs and goals.
- Maintain open communication with clients to stay informed about changes in their financial situations.
- Work collaboratively with senior partners and top performers to provide exceptional support and guidance.
- Participate in comprehensive training and development programs to enhance skills and knowledge.
Requirements
- A four-year college degree is required.
- You must obtain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (additional designations are beneficial).
- Demonstrate the ability to leverage past experiences and relationships to develop markets and sustain long-term connections.
- Possess results-driven attitude, motivation, self-starting initiative, integrity, strong work ethic, and desire to assist others in planning for and securing their financial futures.
