Junior Finanical Advisor
Equitable Advisors
Williamsville, new york
Job Details
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Full Job Description
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 trends and industry regulations
- Collaborate with other team members to deliver excellent client service
About the Company
Equitable is a leading financial services company that has been helping individuals and families achieve their long-term financial goals for over 150 years. With a strong commitment to integrity, innovation, and client success, we provide a wide range of investment, insurance, and retirement products to help our clients secure their financial future.
Requirements
- Excellent verbal and written communication skills
- Extremely coachable
- Ability to work independently and as part of a team
- Ability to obtain L&H, SIE, Series 7 and Series 66 licenses
Benefits
At Equitable, we believe in taking care of our employees. As a Junior Financial Advisor, you will enjoy a competitive compensation, uncapped earning potential, a comprehensive benefits package, ongoing training and development opportunities, and the chance to work with a dynamic and supportive team.