The role involves building and nurturing client relationships through networking and portfolio management while developing personalized financial strategies. You will also provide consultations on financial products and services tailored to meet individual client objectives. Candidates must hold a bachelor’s degree or equivalent experience and possess or be willing to obtain necessary FINRA licenses. Strong interpersonal skills, an entrepreneurial mindset, and the ability to work in an in-office environment are required.
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.
