Job Summary
The role involves enhancing and broadening your professional network within designated markets, specifically targeting clients in the education, healthcare, and government sectors. Your primary focus will be to deliver financial products and services while conducting thorough analyses of client data to create customized financial solutions geared towards their individual retirement aspirations.
Responsibilities
- Develop and grow your network in specific markets to offer financial solutions.
- Provide financial products and services to clients in education, healthcare, and government.
- Analyze client data to understand their retirement needs.
- Implement tailored financial strategies based on client analysis.
Qualifications
- A bachelor’s degree or similar relevant experience is required.
- Excellent interpersonal and communication skills are essential.
- Must be able to obtain required FINRA licenses, including SIE, Series 7, and Series 66, with support from the company.
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.
