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Wealth Management Advisor

Company: Equitable Advisors
Location: Woodbridge
Posted on: April 10, 2021

Job Description:

Equitable Advisors financial professionals all share several key attributes. They're results-oriented professionals with an aspiration of financial independence. They possess high integrity and strong business ethics. They have an established network within their communities and the desire to help others address their financial goals through trusted, strategic client relationships. As an accomplished financial professional, you're not alone at our firm. We recognize you are accustomed to tools and resources you now use. You will have the support of our organization and nearby branch offices to provide the services, products and platform to grow your business even more.
We have three offices located in Woodbridge, Wall, and Morristown, New Jersey.
As a Financial Professional, your responsibilities will include:

  • Analyzing financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
  • Building and maintaining a client base, keep client plans up-to-date and acquire new clients on an ongoing basis
  • Contacting clients periodically to determine if there have been changes in their financial status
  • Providing knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
  • Selling financial products and services including life insurance, annuities and investment options Job Requirements
    If you're a results-driven self-starter who can take ownership and is willing to work, you will have the opportunity to achieve success. Specific qualifications for the Financial Professional position include:
    • A four-year college degree is preferred and relevant professional FINRA securities registrations are a plus
    • Minimum 2-years of experience in investment, insurance, and financial planning sales.
    • If you do not have the following, you will be requried to attain them, under our sponsorship: state life and health licenses, FINRA, Series 7 and 66 registrations
    • Results-driven, highly motivated, self-starter who possesses Integirty, a strong work ethic, and the desire to help others to plan for and protect their financial futures
    • A team player and possesses excellent interpersonal skills and communication ablilites, with a high degree of self-confidence
    • Ability to draw upon past experiencees and aquaintances to develop markets and build upon them to sustain long term relationships
    • Must be authorized to work in the United States
    • MBA. JD, CFP--, CPA ChFC, a plus Benefits of working with us
      • Competitive compensation and a comprehensive benefits package
      • Training, support and hands-on management
      • Advancement/management opportunities In the next stage of your career, let us be your strategic resource - with the support of the firm and local branch offices -- to help you achieve a new set of goals. Not captive. Not alone. Our platform offers you the best of both worlds. Securities offered through Equitable Advisors, LLC (NY, NY ), 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 Network, LLC. Equitable Advisors is an equal opportunity employer M/F/D/V. GE- (08/20) (Exp.08/22)

Keywords: Equitable Advisors, New York , Wealth Management Advisor, Executive , Woodbridge, New York

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