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Veterans Wanted Professional Services (Bellevue,WA)

Company: Equitable Holdings
Location: Bellevue
Posted on: April 4, 2021

Job Description:

Veteran Recruiting AdYou are a leader in your community. You value teamwork and building meaningful relationships with others. Its time you enter a profession that serves your needs, while you continue to help others build upon their dreams. Your military training and commitment to serving your country gives you the ultimate advantage to excel as a financial professional.If you are yearning for an opportunity to make an even greater impact in your community, a rewarding profession may await you as a financial professional. With Equitable Advisors, you can look forward to the flexibility you need and enjoy the life you ve created for yourself with the strength and resources of a successful company behind you.Job Description:

  • 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 optionsYou don t need to have a finance or economics degree to be a successful financial professional. Our training provides our financial professionals a chance to build their business and accelerate their own success. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skills training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP , Chartered Financial Consultant and Chartered Life Underwriter.Requirements:
    • 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
    • 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 You know who you are. And it s time we know you, too. Pursue what s possible and apply now for immediate consideration. Associated topics: accountant, accounting and finance, cash, clerk, controller, financial controller, financial services, president of finance, revenue, senior financial

Keywords: Equitable Holdings, Bellevue , Veterans Wanted Professional Services (Bellevue,WA), Other , Bellevue, Washington

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