Emerging Financial Planner - MICHIGAN (5068)Equitable Holdings • Troy, MI, United States
Emerging Financial Planner - MICHIGAN (5068)
Equitable Holdings • Troy, MI, United States
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job_description.job_card.job_descriptionDiscover a New Career Path in Wealth Management
Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you’re looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management.
We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you’re navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services.
Key Responsibilities
- Build and manage relationships with clients to understand their financial goals and needs
- Educate clients on financial products and services
- Collaborate with senior advisors to deliver financial solutions
- Stay current on market trends, financial regulations, and product offerings
- Participate in ongoing training and certification programs
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Financial Planner • Troy, MI, United States
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