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Financial Professional Jobs

Company

Equitable Advisors
Address , Ponce, Pr
Employment type
Salary
Expires 2023-07-19
Posted at 1 year ago
Job Description

Financial Professional - PR, Ponce (4064)

(220000N5)
Primary Location : UNITED STATES-PR-Ponce
Organization : Equitable Advisors
Description
Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:
  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
  • Sell financial products and services including life insurance, annuities and investment options
  • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
  • Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
  • Contact clients periodically to determine if there have been changes in their financial status
Qualifications

What it takes to be an Equitable Advisors’ Financial Professional

  • 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
  • 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
  • If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations
  • A four-year college degree is preferred but not required
  • Must be authorized to work in the United States
  • Relevant professional FINRA securities registrations
  • MBA, JD, CFP®, CPA or ChFC, a plus
Benefits of working with us
  • Advancement and management opportunities
  • A work-life balance
  • Personalized and comprehensive training and support
  • Compensation you control and a complete benefits package
You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need for the opportunity to succeed.
Securities 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 Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please email us at [email protected].
GE-3085723 (06/20) (Exp.06/22)
Make Equitable Advisors your first choice!