We are a growing financial services office in Juneau, Alaska seeking an individual interested in Financial Planning. The ideal candidate will have a passion for helping others reach their financial goals and a commitment to providing excellent customer service. This role has no sales requirements. Responsibilities: *Develop and execute comprehensive financial plans for individuals and families. *Open new account applications following compliance and regulation standards. *Develop and deliver planning agendas for lead advisors. *Perform regular re-balances on client portfolios. *Ensure …
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If you want to unlock your potential as a Wealth Management Advisor, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico, Equitable is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through …
About Equitable: Enjoy Helping People? See yourself working with high net-worth individuals? Want to make things more efficient for yourself and your clients? Equitable is a global financial services company that is committed to helping their clients secure their financial freedom! Equitable focuses on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients. Our Team: We are one of the fastest growing teams in the country. All of our Advisors are nationally ranked at the top …