Equitable Advisors · 9 hours ago
Wealth Management Associate - Retirement Benefits Group
Bala-Cynwyd, PA
Full-time
Onsite
New Grad, Entry LevelEquitable Advisors is a leader in the wealth management industry, focusing on positive impact for individuals in various sectors. The Wealth Management Associate will engage clients, educate them on financial products, and provide tailored solutions to meet their retirement needs.
Financial Services
No H1B
Hiring Manager
Thomas Cuffari
Responsibilities
Client Engagement: Cultivate and expand your network within established markets
Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation : Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Qualification
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
Health, dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
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