Financial Services Professional - PA, Bala Cynwyd (5261)
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide.
About the role
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Responsibilities
- Build and nurture client relationships through networking events and portfolio management
- Ensure consistent communication and progress tracking
- Understand clients' financial objectives and risk tolerance to devise personalized strategies
- Offer clear recommendations and guidance
- Discuss financial products and services tailored to clients' unique situations
Requirements
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66 licensing
- Must be authorized to work in the United States
Skills
- Values-driven with a track record of success and accomplishment
- Excellent interpersonal and communication abilities with strong self-confidence
- Entrepreneurial spirit with a desire to positively impact others' lives
- Ability to work with and learn from top performers
Training & Development
- FINRA Sponsorship provided for required FINRA licensing
- Comprehensive 120-day Preliminary Employment Period (PEP) hands-on training
- Access to Equitable Advisors' Virtual University for continuous learning
- Opportunities for joint work and mentorship
- Personalized coaching from a local Vice President
- Access to Leadership Development School for those with management ambition
- Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Compensation & Benefits
- Sign-On Payment based on the time to complete company-sponsored required FINRA licenses and registrations and enter PEP
- Biweekly Stable Pay for eligible financial professionals
- Commissions and bonus eligibility in addition to Stable Pay
- Comprehensive benefits programs for eligible financial professionals including:
- Health, dental and vision insurance
- 401(k)
- Employee Stock Purchase Plan (ESPP)
- Disability and life insurance
- Transportation Reimbursement Incentive Program (TRIP)
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually.
Primary Location: UNITED STATES-PA-Bala Cynwyd