Financial Professional

Equitable Advisors
Columbia, MD
Sep 17, 2021
Sep 26, 2021
Accountant, IT
Full Time
DescriptionWere looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nations leading financial services firms. Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives. Provide information/education to clients about the purpose and details of financial products, services and strategies. Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis. Contact clients periodically to determine if there have been changes in their financial status. Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality serviceIndividuals who excel at Equitable Advisors come from many different professional backgrounds including: Law Brokerage Banking Management AccountingJob Requirements A four-year college degree is preferred but not required Relevant professional FINRA securities registrations If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Must be authorized to work in the United Statesby Jobble

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