Credentialed Wealth Coach & Financial Planner

Equitable Advisors; Bala Cynwyd (PA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits programs

401(k)

Employee Stock Purchase Plan (ESPP)

Leadership Development School access

Job summary

A financial services organization is seeking a Vice President, Credentialed Holistic Financial Coach to build client relationships and develop personalized financial strategies. The ideal candidate will have a Bachelor's degree or equivalent experience, exceptional communication skills, and a desire to positively impact others' financial wellness. This full-time position offers comprehensive training, mentorship, and diverse benefits, all within a culture committed to social impact and community engagement.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Excellent interpersonal and communication abilities

Values-driven approach

Entrepreneurial spirit

Ability to work with and learn from top performers

Education

Bachelor's degree or equivalent skills and work experience

Job description

A financial services organization is seeking a Vice President, Credentialed Holistic Financial Coach to build client relationships and develop personalized financial strategies. The ideal candidate will have a Bachelor's degree or equivalent experience, exceptional communication skills, and a desire to positively impact others' financial wellness. This full-time position offers comprehensive training, mentorship, and diverse benefits, all within a culture committed to social impact and community engagement.