Our team of financial professionals, strive to provide knowledgeable, objective financial guidance and customized strategies to our clients that demand the highest quality service. Please visit us at: http://www.northerncaliforniahawaii.equitableadvisors.com/
For questions or to email your resume – please contact Robert Hsu at Equitable Advisors
Cell Phone No. (808) 232-8658
ESSENTIAL DUTIES AND RESPONSIBILITIES
As a Financial Advisor you are responsible for educating clients on the products and services available to help them.
Management and support teams will provide the guidance, tools and techniques for ongoing customer acquisition, personal growth and greater income potential. You will have access to use our high-tech internal system to service our clients.
To provide the best service, ongoing training is a process not an event whereby our financial professionals, at every level of experience, build their careers. You will participate in national and local programs that provide top educational skills and more. We encourage and support the pursuit of professional designations that are recognized by many in our industry, which include CFP®, Chartered Financial Consultant and Chartered Life Underwriter.
Results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures.
Team player, excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence.
Be active in their local community, charitable or professional organizations.
You will have a mentor training during your introductory period.
EQUIPMENT, MACHINES, VEHICLE
Office equipment and programs, Microsoft Word, Excel and more.
Both Indoor and outdoor environments depending on where to meet the clients. Can be via Video conference also