Financial Professional - Ny, Albany, Buffalo, Vestal, Rochester & Syracuse (2457)

Equitable Holdings

New York, US
Not specified; not specified; not specified
On-site
Sales experience in financial services
Client relationship management
Self-motivated entrepreneurial spirit
This role offers the opportunity to build and manage your own financial practice across multiple New York locations

Job Summary

  • This role offers the opportunity to build and manage your own financial practice across multiple New York locations.
  • The position involves providing comprehensive financial planning and investment solutions to individual clients.
  • Equitable Holdings provides training, support, and resources to help Financial Professionals succeed in their careers.

Matching Summary

This role offers the opportunity to build and manage your own financial practice across multiple New York locations.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Sales experience in financial services
  • Client relationship management
  • Self-motivated entrepreneurial spirit

Nice-to-have

  • Strong communication skills
  • Ability to build a book of business
  • Commitment to professional development

Key Requirements

  • Valid state insurance license required
  • Proven sales track record preferred
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter