More jobs:
Financial Professional
Job in
Lehi, Utah County, Utah, 84043, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Responsibilities
- Acquire core financial services licenses.
- Connect with existing Equitable clients.
- Work with clients to help them realize their financial goals.
- Bachelor's degree or equivalent relevant industry experience.
- Ability to obtain FINRA Series 7 and 66 licenses.
- Prior customer relationship management experience.
- Customer relationship management.
- FINRA Series 7 license.
- FINRA Series 66 license.
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