Financial Professional - Ny, New York (5170)

Equitable Holdings

New York, NY, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Sales and business development
The role involves providing comprehensive financial solutions to clients in the New York area

Job Summary

  • The role involves providing comprehensive financial solutions to clients in the New York area.
  • Success requires building a robust client base through effective sales strategies and networking.
  • Equitable Holdings offers a platform for professionals to grow their independent financial practice.

Matching Summary

The role involves providing comprehensive financial solutions to clients in the New York area.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • client relationship management
  • financial planning expertise
  • sales and business development

Nice-to-have

  • strong communication skills
  • entrepreneurial mindset
  • networking abilities

Key Requirements

  • Series 63 or 66 license
  • Series 7 license
  • FINRA registration required
  • Proven track record in sales

Work Rights

Not specified

Tailored Resume

Cover Letter