What are the responsibilities and job description for the Associate Financial Planner position at Equitable Advisors?
Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven track record of success advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Compensation: $75,000 at plan earnings
Qualifications
Compensation: $75,000 at plan earnings
Qualifications
- FINRA Series 7 and 66
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Customize financial plans for each client based on potential life changes and changing financial needs
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Salary : $75,000