Equitable Advisors
Financial Professional - NY, Melville (5142)
Equitable Advisors, Melville, New York, us, 11775
Job Description - Financial Professional - NY, Melville (5142) (240000LW)
Financial Professional - NY, Melville (5142) (240000LW)
Primary Location Organization Description
Equitable Advisors
is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
Financial Strategy Development : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
Product and Service Consultation : Discuss financial products and services tailored to clients’ unique situations.
Location : In‑office presence required.
Work‑Life Balance : Flexible schedule to maximize productivity and personal time.
Qualifications Skills & Experience
Education : Bachelor's degree or equivalent skills and work experience.
Licensing : State Life & Health, SIE, Series 7, Series 66.
Personal Attributes : values‑driven with a track record of success and accomplishment.
Communication Skills : Excellent interpersonal and communication abilities with strong self‑confidence.
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Financial Professional - NY, Melville (5142) (240000LW)
Primary Location Organization Description
Equitable Advisors
is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
Financial Strategy Development : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
Product and Service Consultation : Discuss financial products and services tailored to clients’ unique situations.
Location : In‑office presence required.
Work‑Life Balance : Flexible schedule to maximize productivity and personal time.
Qualifications Skills & Experience
Education : Bachelor's degree or equivalent skills and work experience.
Licensing : State Life & Health, SIE, Series 7, Series 66.
Personal Attributes : values‑driven with a track record of success and accomplishment.
Communication Skills : Excellent interpersonal and communication abilities with strong self‑confidence.
#J-18808-Ljbffr