Financial Planning Professional - Tacoma, United States - Equitable Advisors

    Equitable Advisors background
    Full time
    Description
  • With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.
  • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
  • Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
  • A work-life balance and access to a full suite of remote-work technology solutions
  • Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems.
  • Securities offered through Equitable Advisors, LLC (NY, NY , member FINRA, SIPC (Equitable Financial Advisors in MI & TN).
  • Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.