Joel Kapelson Email & Phone Number

As Northeast Regional Vice President, I am both a financial professional to my clients and a recruiter for the firm. Right now, our team is looking to hire financial advisors who are ready to make a change in their career while also impacting the lives of their clients as they help them optimize their financial plans. As a financial professional, I work with individuals, families, and businesses to help them reach their retirement, insurance, and investment goals. My comprehensive approach to working with my clients allows me to guide them through the various stages of their financial life, from asset accumulation to income protection to estate planning. Becoming an Equitable Advisor is an ideal opportunity for individuals who want to build a financial services practice with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal and business planning. Description of activities and responsibilities: As a licensed Advisor one will be responsible for scheduling appointments, meeting with clients, analyzing clients information, making recommendations and providing ongoing service. If you are a financial advisor looking to make a change or you are someone looking for new ways to plan for the future, please reach out to me here on LinkedIn or via email at joel.kapelson@equitable.com.EOE-M/F/Veteran/Disability/Sexual Orientation/Gender IdentityJoel Kapelson100 International Dr.Portsmouth, NH 03801603-661-3876

Listed skills include Estate Planning, Fixed Annuities, Business Succession Strategies, Insurance, and 20 others.

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  St. Lawrence University

  Ba