Key skills
GoLeadershipPresentation SkillsSales
About this role
Role Overview
- Build relationships with the Equitable Advisors field force
- Enable sales and practice growth through driving investment and advisory-related revenue generating activities
- Provide “go-to” support for our complexes and FPs
- Focus on defined segments to support complex leadership and their FPs in building and growing their practices
Requirements
- Bachelor’s degree
- 2+ years of investment advisory experience
- Series 7 is required.
- Series 66 is required or must be obtained within 90 days of hire.
- Demonstrated relationship management, sales, customer service, and presentation skills in large and small group settings – in person and virtually
- Managed account, mutual fund, and brokerage experience
- Financial planning experience
Benefits
- medical, dental, vision
- a 401(k) plan
- paid time off