Job Summary
The financial professional will play a key role in establishing and maintaining client relationships through effective networking and portfolio management. This position focuses on creating customized financial strategies to address the distinct goals and risk preferences of individual clients.
Responsibilities
- Develop and maintain strong client relationships.
- Network to expand client base and opportunities.
- Create personalized financial strategies in line with client needs.
- Discuss and recommend financial products and services tailored to clients’ objectives.
Qualifications
- Bachelor’s degree or equivalent professional experience.
- Possession or willingness to obtain relevant FINRA licenses, including SIE, Series 7, and Series 66.
- Strong interpersonal communication abilities.
- Entrepreneurial mindset with a values-driven approach.
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.
