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Financial Advisor

Company: Equitable Advisors
Location: Raleigh
Posted on: January 16, 2022

Job Description:

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
    • Bachelor's degree in Finance or related field
    • 5+ years' of industry experience
    • Strong understanding of the investment business
    • Excellent interpersonal skillsby Jobble

Keywords: Equitable Advisors, Raleigh , Financial Advisor, Accounting, Auditing , Raleigh, North Carolina

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