Financial Professional - Equitable Advisors

Job Title: Financial Advisor

Responsibilities:

• Develop and implement personalized financial plans for clients.
• Conduct comprehensive financial assessments to identify client needs.
• Provide ongoing support and guidance to clients on investment strategies.
• Build and maintain strong client relationships through regular communication.
• Stay updated on market trends and financial products to offer informed advice.

Qualifications:

• Bachelor's degree in Finance, Business, or related field.
• Strong interpersonal and communication skills.
• Proven experience in financial planning or wealth management.
• Relevant certifications (e.g., CFP, CFA) preferred.
• Passion for helping clients achieve financial security.