Junior Analyst
About The Position
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. We are seeking an entry level Junior Analyst, for the Private Client Group, at Equitable, in Miami-Dade County or Boca Raton, Florida. The ideal candidate is one who is ready to grow a career in the financial planning industry. Such an individual will desire to work in a team-oriented firm; will be involved in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience for developing a career in the Wealth Management / Financial Planning Industry. Candidates that fit into our firm’s values and culture will embrace technology, display accountability and ownership, and hold in high regard serving clients in a fiduciary capacity. We value our clients, and our clients value our services.
Requirements
- Strong organizational skills with attention to detail.
- Ability to manage multiple tasks efficiently and meet deadlines.
- Excellent communication skills, both written and verbal.
- Proficiency in data entry and recordkeeping.
- Willingness to learn and adapt to industry regulations and guidelines.
- A proactive attitude and ability to work collaboratively with financial advisors and team members.
- Possess or willingness to obtain Full Licensing Registration (215 / SIE / 7 / 66)
Nice To Haves
- Life Insurance
- Fixed Annuities
- Financial Planning
- Annuities
- Retirement Planning
- Computer Literacy
Responsibilities
- Assist with asset management accounts, brokerage accounts, life insurance, and annuity business.
- Review client information for accuracy, ensure compliance with State and Federal regulations, and maintain adherence to company guidelines.
- Track and monitor case progress, assist in recordkeeping, and ensure all client new business and service requests are properly documented and completed in an accurate and timely manner.
- Communicate with existing and prospective clients via various media channels in accordance with company policies.
- Develop knowledge across all applicable financial products and services.
Benefits
- medical
- dental
- vision
- a 401(k) plan
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
