The job below is no longer available.
You might also like
in San Juan, PR
Financial Professional - PR, Hato Rey (2580)
•30 days ago
Hours | Full-time |
---|---|
Location | San juan, Puerto Rico |
About this job
Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:
- Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
- Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
- Contact clients periodically to determine if there have been changes in their financial status
- Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
- Sell financial products and services including life insurance, annuities and investment options
Qualifications
What it takes to be an Equitable Advisors’ Financial Professional
- A four-year college degree is preferred but not required
- Relevant professional FINRA securities registrations
- If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations
- Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
- Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships - Must be authorized to work in the United States
- MBA, JD, CFP®, CPA or ChFC, a plus
- Compensation you control and a complete benefits package
- Personalized and comprehensive training and support
- Advancement and management opportunities
- A work-life balance
PandoLogic. Keywords: Financial Broker, Location: San Juan, PR - 00907