Financial Advisor Job at Equitable, Williamsville, NY

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  • Equitable
  • Williamsville, NY

Job Description

Description of the role: Equitable is hiring a Financial Advisor to join our team in Williamsville, New York. As a Financial Advisor, you will provide comprehensive financial planning and investment advice to our clients. You will play a key role in helping clients meet their financial goals, develop customized financial plans, and provide ongoing financial guidance and recommendations. Responsibilities:

  • Build and maintain client relationships
  • Analyze financial information and provide recommendations based on client situations
  • Develop and implement customized financial plans
  • Monitor and manage client investment portfolios
  • Stay up-to-date with industry trends and regulations
  • Collaborate with other team members to deliver a high level of service to clients
Referred Experience:
  • Previous experience working with clients in any capacity (can be non financial related)
  • Ability to obtain FINRA registrations: SIE, Series 7 & Series 66
  • Excellent communication and interpersonal skills
  • Proactive and self-motivated with a strong work ethic
Benefits:
  • Competitive compensation ranging from $60,000 to $300,000 per year
  • Opportunity for career growth
  • Comprehensive health, dental, and vision insurance
  • Retirement savings plans
  • Stock purchase plan
  • Flexible scheduling in time
About the Company: Equitable is a leading financial services company with a strong reputation for providing personalized solutions to clients' financial needs. We are committed to helping individuals and businesses achieve their financial goals through our expertise in investment management, retirement planning, insurance, and wealth management. Join our team and be part of a dynamic and supportive work environment.

Job Tags

Full time, Flexible hours,

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