Junior Finanical Advisor
Equitable Advisors
Williamsville, new york
Junior Financial Advisor
Company: Equitable
Location: Williamsville, New York
Description of the role
As a Junior Financial Advisor at Equitable, you will play a vital role in assisting clients with their financial planning needs. You will work closely with senior advisors to learn the ins and outs of the industry while developing your own client base. If you are a motivated and enthusiastic individual with a strong interest in financial planning, this is the perfect opportunity for you to launch your career.
Responsibilities
- develop comprehensive financial plans for clients
- Conduct research and analysis to support investment recommendations
- Assess client financial goals, risk tolerance, and time horizon
- Provide ongoing monitoring and management of client portfolios
- Stay up to date on financial market...