Financial Professional - Columbia, United States - Equitable Advisors

    Equitable Advisors background
    Accounting / Finance
    Description

    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