What are the responsibilities and job description for the Wealth Management Specialist position at Equitable Advisors?
Company Overview
">As a Financial Professional at Equitable Advisors, you will have the opportunity to build meaningful relationships and provide expert guidance to clients seeking high-quality financial services.
Key Responsibilities
- To provide knowledgeable and objective financial advice and tailored strategies to clients with high standards for quality service.
- To establish and maintain strong client relationships, ensure plans remain current, and attract new clients through continuous efforts.
- Regularly engage with clients to determine if their financial circumstances have changed.
- To integrate holistic life planning and financial planning approaches to offer recommendations and market suitable financial products and services.
Skills and Qualifications
- A bachelor's degree from an accredited institution.
- Obtain state life and health licenses, SIE, FINRA Series 7 and 66 exams (additional designations are advantageous).
- The capacity to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
- A driven, motivated individual with integrity, a strong work ethic, and a commitment to helping others secure their financial futures.
Compensation and Advancement
- An attractive compensation package and comprehensive benefits for eligible individuals.
- The chance to collaborate with experienced professionals and receive guidance from top performers.
- Personalized support and training in critical areas for building a successful career.
- A healthy work-life balance and access to advanced remote-work technologies.
