Finance Intern assisting with audits and document management for finance projects. Gaining real - world experience in a supportive team environment in a professional setting.
About the role
- Entry Level Salaried Financial Professional at Equitable helping clients with financial well-being through financial services licenses. Position involves client engagement and teamwork with experienced Financial Professionals.
Responsibilities
- Acquire your core financial services licenses
- Learn about the philosophy behind the Equitable financial planning process
- Connect with existing Equitable clients
- Work with clients to position their existing investments to meet their long term financial goals
- Contact clients to help them grow and build efficiencies in their business
- Spend the next two years working with successful Financial Professionals
Requirements
- Bachelor's degree or equivalent relevant industry experience
- Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes study program and materials)
- Prior customer relationship management experience
- Previous sales experience preferably in the financial services industry (Banking, Insurance, Property and Casualty, or Retail Investments)
- Strong research and analytical skills
- Excellent interpersonal and communication skills
Benefits
- medical
- dental
- vision
- a 401(k) plan
- paid time off
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