Financial planners are responsible for building and nurturing client relationships while developing personalized financial strategies. They provide guidance on financial products and services to help clients achieve their financial goals. Candidates must hold a bachelor’s degree or equivalent experience and possess strong interpersonal and communication skills. The role requires obtaining specific FINRA licenses, including SIE, Series 7, and Series 66.
Equitable provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
