Financial Services Professional - CT, Stamford (5261)

EQH•Stamford, CT

6d•$35,500•Onsite

About The Position

Equitable Advisors is seeking driven individuals to join their network of financial professionals. This role focuses on building and nurturing client relationships, developing personalized financial strategies, and consulting on financial products and services. The position requires an in-office presence and offers a flexible schedule. Equitable Advisors is committed to making a positive impact on clients' lives and communities, valuing diversity, inclusivity, and social impact.

Requirements

Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66 licensing
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

Nice To Haves

Pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Management ambition

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Ensure consistent communication and progress tracking with clients.
Understand clients' financial objectives and risk tolerance to devise personalized strategies.
Offer clear recommendations and guidance to clients.
Discuss financial products and services tailored to clients' unique situations.