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Fort Lauderdale

    Financial Advisor - Fort Lauderdale, United States - Equitable Advisors LLC

    Equitable Advisors LLC
    Equitable Advisors LLC Fort Lauderdale, United States

    3 weeks ago

    Default job background
    Description
    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. They should ideally be promoted into a Vice President role within 24 months of accepting a job offer.

    Responsibilities
    Provide financial planning support to clients
    Support investment professionals to cultivate client relationships
    Prepare financial plans and check their accuracy

    Qualifications

    Bachelor's degree in Finance or related field
    Strong communication skills
    Entrepreneurial mindest

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