Apply on Employer Site

Equitable Advisors · 20 hours ago

Wealth Management Associate – Retirement Benefits Group

Bala-Cynwyd, PA

Full-time

Onsite

New Grad, Entry Level

Equitable Advisors is a leader in the wealth management industry, dedicated to making a positive impact in people's lives. The Wealth Management Associate role involves engaging clients, consulting on financial products, and providing exceptional client service while maintaining a flexible work schedule.

Financial Services

Growth Opportunities

No H1B

Hiring Manager

Matthew Johnston, CFP®

Responsibilities

Cultivate and expand your network within established markets

Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs

Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services

Flexible schedule to maximize productivity and personal time

Qualification

State Life & Health licensingSIE licensingSeries 7 licensingSeries 66 licensingBachelor's degreeEntrepreneurial spiritValues-drivenCommunication SkillsCollaboration

Required

Bachelor's degree or equivalent skills and work experience

State Life & Health, SIE, Series 7, Series 66 licensing

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

Must be authorized to work in the United States

Benefits

Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.