Wealth Management Associate

Description

We’re looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nation’s leading financial services firms. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:

• Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
• Provide information/education to clients about the purpose and details of financial products, services and strategies.
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
• Contact clients periodically to determine if there have been changes in their financial status.
• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service Individuals who excel at Equitable Advisors come from many different professional backgrounds

Job Requirements

• A four-year college degree is preferred but not required
• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals -providing services of financial, retirement, estate planning strategies’ asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.

We believe in a holistic approach to financial planning that takes into account every facet of our clients’ lives: their purpose and goals, their lifestyle and wellness, and lastly, their financial resources. This means that the work you do not only helps your clients make smarter decisions in their financial lives, it helps them focus on the people and the passions in their lives that matter most to them.

We offer competitive 401k and benefits packages, including health insurance, retirement plans, and professional development opportunities. You will also be given 20 days PTO as well as the flexibility to work from home up to 3 days a week. Join our team of dedicated professionals and take the next step in your career as a Financial Management Associate.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Financial planning services
• Flexible schedule
• Health insurance
• Life insurance
• Matching gift program
• Paid time off
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay
• Employee stock purchase plan
• Profit sharing
• Stock options

Weekly schedule:

• Monday to Friday

Work setting:

• Office
• Temporarily remote

Application Question(s):

• Are you authorized to work in the United States without sponsorship?

Education:

• Bachelor's (Preferred)

Ability to Commute:

• Bala-Cynwyd, PA 19004 (Required)

Ability to Relocate:

• Bala-Cynwyd, PA 19004: Relocate before starting work (Required)

Work Location: Hybrid remote in Bala-Cynwyd, PA 19004