Equitable Advisors→
Financial Advisor
Entry LevelOn-site
Location
Hoboken, NJ
Salary
$33k–$33k/yr
Experience
Not specified
Posted
1 month ago
Skills
finra licensingfinancial strategy developmentbachelor's degreecommunication skillsentrepreneurial spiritvalues-drivencollaboration
Job Description
Summary: Equitable Advisors is dedicated to making a positive impact in the lives of its clients through a network of over 4,300 financial professionals. The Financial Advisor role involves building client relationships, developing personalized financial strategies, and providing tailored product consultations to help clients achieve their financial goals.
Responsibilities:
- Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Discuss financial products and services tailored to clients' unique situations
Required Qualifications:
- Bachelor's degree or equivalent skills and work experience
- Company will sponsor NJ State Life & Health, SIE, Series 7, Series 66, but candidates with licenses are a plus
- values-driven with a track record of success and accomplishment
- excellent interpersonal and communication abilities with strong self-confidence
- entrepreneurial spirit with a desire to positively impact others' lives
- ability to work with and learn from top performers
- must be authorized to work in the United States
Required Skills: FINRA Licensing, Financial Strategy Development
Important Skills: Bachelor's Degree, Communication Skills
Nice-to-Have Skills: Entrepreneurial Spirit, Values-Driven, Collaboration
Benefits: Health, Dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), Disability, Life Insurance, Transportation Reimbursement Incentive Program (TRIP)
Benefits
Health
Dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)