Job Description - Financial Professional - NY, Melville LW)
Financial Professional - NY, Melville LW)
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.