135 Financial Professional Jobs near me
Equitable Advisors is Hiring a Financial Professional Near Columbia, MD
Here at Equitable, we value your ambition! Equitable is currently seeking someone to join our team as a Wealth Management Associate, with an opportunity to a VP professional to fast track their career into Management within 24 months. As an Equitable Advisors’ Professional, you will:
- Go through our Leadership Development School, Management Development School, and learn how to build a book of business
- Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
- Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
- Contact clients periodically to determine if there have been changes in their financial status
- Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
- Sell financial products and services including life insurance, annuities and investment options
- Begin the process of leading a team of Financial Advisors to help them achieve their goals
Job Summary
Full Time
$102k-122k (estimate)
05/03/2024
05/20/2024
equitable.com
BISMARCK, ND
7,500 - 15,000
1939
Investment Company
BOB JOHNSON
$10B - $50B
Insurance
Related Companies
About Equitable Advisors
NB Group provides wealth planning services andinvestment solutions toindividuals andinstitutions.
The following is the career advancement route for Financial Professional positions, which can be used as a reference in future career path planning. As a Financial Professional, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Professional. You can explore the career advancement for a Financial Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Professional job description and responsibilities
A financial advisor provides financial advice or guidance to customers for compensation.
03/22/2022: Lima, OH
A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.
03/12/2022: Kingsport, TN
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
12/31/2021: Little Rock, AR
Financial advisors may run their own firm or they might be part of a larger office or bank.
03/02/2022: Paramus, NJ
A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.
02/07/2022: Lake Charles, LA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Professional jobs
A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.
02/15/2022: Reno, NV
To become a financial advisor, one first needs to complete a bachelor's degree.
01/18/2022: Riverside, CA
To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
03/11/2022: Olympia, WA
Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
02/20/2022: New Brunswick, NJ
Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
01/04/2022: Florence, AL
Step 3: View the best colleges and universities for Financial Professional.
