Job summary
Job post source
This job is directly from Equitable Advisors
Job overview
The Financial Advisor role at Equitable Advisors involves delivering personalized investment solutions to help clients achieve their long-term financial goals.
Responsibilities and impact
The candidate will provide financial planning support, assist investment professionals in cultivating client relationships, and prepare and verify the accuracy of financial plans.
Experience and skills
The position requires a Bachelor's degree in Finance or related field, over 5 years of industry experience, strong investment business knowledge, and excellent interpersonal skills.
Company overview
Equitable Advisors is a prominent financial services firm specializing in providing comprehensive financial planning, investment management, and insurance solutions to individuals and businesses. They generate revenue through advisory fees, asset management, and insurance premiums. Originally part of the Equitable Life Assurance Society founded in 1859, the company has evolved to become a key player in the financial services industry, emphasizing personalized client relationships and innovative financial strategies. Notably, Equitable Advisors is known for its commitment to professional development and robust training programs for its advisors.
How to land this job
Position your resume to highlight your expertise in delivering personalized investment solutions and your ability to create and verify accurate financial plans, directly reflecting the core responsibilities at Equitable Advisors.
Emphasize your 5+ years of industry experience, strong financial knowledge, and interpersonal skills that enable you to build and maintain client relationships effectively.
Apply through multiple platforms such as Equitable Advisors’ official corporate website and LinkedIn to maximize your application visibility and chances of being noticed.
Connect with current Financial Advisors or professionals within Equitable Advisors on LinkedIn; start conversations with ice breakers like asking about their approach to client financial planning or recent company initiatives that interest you.
Optimize your resume for ATS by including keywords from the job description like 'financial planning,' 'investment solutions,' 'client relationships,' and 'accuracy in financial plans' to ensure it passes initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify the best channels to apply through, and find relevant LinkedIn connections, saving you valuable time and increasing your chances of landing the job.
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