Financial Planning Associate

Equitable Advisors; Philadelphia (Philadelphia County); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive benefits package

Personalized training and support

Advancement opportunities

Job summary

Equitable Advisors is seeking motivated individuals for the role of Financial Professional in Philadelphia. This position emphasizes building meaningful client relationships while providing tailored financial guidance. You will need to obtain several licenses including state life and health, SIE, FINRA Series 7 and 66, and be driven to help clients achieve financial security.

The role offers flexibility with compensation you can control, comprehensive training, and benefits for eligible individuals. Join a dynamic team where advancement opportunities and work-life balance are prioritized.

Qualifications

• Attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses.
• Ability to develop markets and sustain long-term relationships.
• Results-driven with integrity and a strong work ethic.

Responsibilities

• Provide knowledgeable financial guidance and customized strategies.
• Build and maintain a client base and acquire new clients.
• Contact clients to assess changes in their financial status.
• Incorporate financial planning strategies to recommend appropriate products.

Skills

Financial guidance

Client relationship management

Holistic Life Planning

Self-motivation

Job description

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Bala Cynwyd, PA.

The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies, asset allocation, annuities, life insurance and mutual funds as well as fee based managed accounts.

Responsibilities

Equitable Advisors is seeking entrepreneurial‑oriented individuals to join our team as a Financial Professional. In that role, you will:

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
• Build and maintain client base, keeping client plans up‑to‑date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status.
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.

What it takes

• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus)
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long‑term relationships
• Results‑driven, highly motivated, self‑starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

Benefits and compensation

• Compensation you control and a comprehensive benefits package for eligible individuals
• Opportunity to work jointly with senior joint‑work partners and to be coached by top performers
• Personalized and comprehensive training and support in all areas important to building your business
• A work‑life balance and access to a full suite of remote‑work technology solutions
• Advancement and management opportunities

You can build your career on your own terms. No one‑track path.

Note -- applicants must be authorized to work in the United States.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.