Equitable Advisors

Entry Level Financial Planning Consultant

Equitable Advisors New Jersey, United States
Equitable Advisors

Entry Level Financial Planning Consultant

Equitable Advisors New Jersey, United States
1 week ago 64 applicants

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Phil Nuccetelli

Phil Nuccetelli

Senior Vice President, Equitable Advisors

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.  

 

Responsibilities
  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy


Qualifications

  • Bachelor's degree in Finance or related field
  • 5+ years' of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

  • Seniority level

    Entry level

  • Employment type

    Full-time

  • Job function

    Sales, Finance, and Consulting

  • Industries

    Financial Services

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Featured Benefits

Inferred from the description for this job

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k)

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