Financial Consultant
Equitable Holdings
Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Customize financial plans for each client based on potential life changes and changing financial needs
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications • FINRA Series 7 and 66
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Requires a Bachelor's degree in finance, business administration, or related field
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Customize financial plans for each client based on potential life changes and changing financial needs
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications • FINRA Series 7 and 66
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Requires a Bachelor's degree in finance, business administration, or related field
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Vacancy posted 3 days ago
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