Right here at Equitable, we worth your ambition! Equitable is presently looking for somebody to hitch our workforce as a Wealth Administration Affiliate, with a possibility to a VP skilled to quick monitor their profession into Administration inside 24 months. As an Equitable Advisors’ Skilled, you’ll:
· Undergo our Management Improvement College, Administration Improvement College, and learn to construct a e book of enterprise
· Analyze monetary info obtained from shoppers to find out methods, monetary services to assist shoppers meet their monetary goals
· Construct and keep consumer base, maintain consumer plans up-to-date and purchase new shoppers on an ongoing foundation
· Contact shoppers periodically to find out if there have been modifications of their monetary standing
· Present educated, goal monetary steerage and customised to client segments that demand prime quality service
· Promote monetary services together with life insurance coverage, annuities and funding choices
· Start the method of main a workforce of Monetary Advisors to assist them obtain their objectives
