Financial Professional - Ny, Melville (5126)

Equitable Holdings

Melville, New York, US
Not specified; not specified; not specified
On-site
Strong sales and prospecting skills
Ability to build client relationships
Self-motivated and goal-oriented mindset
Equitable Holdings is seeking a Financial Professional for its Melville, New York location. The role emphasizes providing financial guidance and solutions to clients, with a focus on building lasting relationships and delivering personalized services

Job Summary

  • This role involves providing comprehensive financial solutions to clients in the Melville, NY area.
  • The position requires a proactive approach to generating new business and managing existing portfolios.
  • Equitable Holdings offers a supportive environment for professionals dedicated to achieving their career goals.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Financial Professional for its Melville, New York location. The role emphasizes providing financial guidance and solutions to clients, with a focus on building lasting relationships and delivering personalized services.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Strong sales and prospecting skills
  • Ability to build client relationships
  • Self-motivated and goal-oriented mindset

Nice-to-have

  • Experience in financial planning
  • Knowledge of investment products
  • Commitment to professional development

Key Requirements

  • Valid state insurance license required
  • Bachelor's degree preferred
  • Series 6 and Series 63 licenses required

Work Rights

Not specified

Tailored Resume

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