Entry-Level Wealth Manager: Retirement Benefits

Equitable Advisors; Bala Cynwyd (PA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Flexible work-life balance

Sign-on payment based on licensing

Mentorship opportunities

Leadership development access

Job summary

A leading wealth management firm is seeking a Wealth Management Associate in Bala Cynwyd, PA. This entry-level role involves engaging with clients, educating them on financial products, and providing personalized service. Ideal candidates will have a bachelor's degree and relevant licenses. The position offers comprehensive training, mentorship opportunities, and competitive salary with benefits, emphasizing a positive impact on community engagement.

Qualifications

• Must have state life & health licensing, SIE, Series 7, and Series 66.
• Excellent interpersonal and communication skills are required.
• A values-driven mindset with a passion for helping others is essential.

Responsibilities

• Cultivate and expand your client network.
• Educate clients on tailored financial products and services.
• Analyze and organize client data while maintaining confidentiality.

Skills

Interpersonal communication

Client engagement

Analytical skills

Entrepreneurial mindset

Education

Bachelor’s degree or equivalent skills

Tools

FINRA licensing

Virtual University access

Job description

A leading wealth management firm is seeking a Wealth Management Associate in Bala Cynwyd, PA. This entry-level role involves engaging with clients, educating them on financial products, and providing personalized service. Ideal candidates will have a bachelor's degree and relevant licenses. The position offers comprehensive training, mentorship opportunities, and competitive salary with benefits, emphasizing a positive impact on community engagement.