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Fort Lauderdale

    Financial Advisor - Fort Lauderdale, United States - Equitable Advisors

    Equitable Advisors
    Equitable Advisors Fort Lauderdale, United States

    2 weeks ago

    Equitable Advisors background
    Accounting / Finance
    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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