Financial Professional Advisor (remote)

Equitable Holdings

 
Not specified; not specified; not specified
Fully remote
Strong communication skills
Client relationship management
Financial planning expertise
Equitable Holdings is seeking a remote Financial Professional Advisor to provide financial advice and services to clients. The role emphasizes building relationships and helping clients achieve their financial goals through tailored financial plans

Matching Summary

Match Score: 85

Equitable Holdings is seeking a remote Financial Professional Advisor to provide financial advice and services to clients. The role emphasizes building relationships and helping clients achieve their financial goals through tailored financial plans.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Strong communication skills
  • Client relationship management
  • Financial planning expertise

Nice-to-have

  • Self-motivated work ethic
  • Entrepreneurial mindset
  • Team collaboration skills

Key Requirements

  • Valid state insurance license
  • Proven sales experience
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter