Financial Advisor

Equitable Advisors
Columbia, MD
Sep 25, 2021
Sep 27, 2021
Accountant, IT
Full Time
DescriptionWe're 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 nation's 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 StatesSecurities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable

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