Entry Level Financial Planning Consultant
Entry Level Financial Planning Consultant
Equitable Advisors
New Jersey, United States
See who Equitable Advisors has hired for this role
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
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Seniority level
Entry level -
Employment type
Full-time -
Job function
Sales, Finance, and Consulting -
Industries
Financial Services
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See who you knowFeatured Benefits
Inferred from the description for this job
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Medical insurance -
Dental insurance -
Vision insurance -
401(k)
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