Job Summary
This position focuses on establishing and maintaining client relationships by leveraging networking skills and managing client portfolios. The role includes crafting customized financial strategies that align with clients’ individual goals and risk preferences. Additionally, the incumbent will engage in consultations regarding financial products and services specifically designed for each client’s needs.
Responsibilities
- Develop and maintain strong relationships with clients through networking and effective portfolio management.
- Create personalized financial strategies based on each client’s specific objectives and risk tolerance.
- Discuss and recommend financial products and services tailored to meet the needs of clients.
Qualifications
- A bachelor’s degree or equivalent experience is required.
- Candidates must possess or be ready to acquire essential FINRA licenses, including SIE, Series 7, and Series 66.
- Strong interpersonal abilities and an entrepreneurial approach are crucial.
- Capability to work effectively in an office setting is essential.
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.
