Financial Services Associate

Equitable Advisors; Bala Cynwyd (PA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health, dental, and vision benefits

401(k) and ESPP

Flexible scheduling

Job summary

A leading financial services provider in Bala Cynwyd is seeking a Senior Vice President to build client relationships and develop personalized financial strategies. This position offers a structured path to wealth management, with necessary licensing support and comprehensive training. The ideal candidate will possess strong communication skills, an entrepreneurial mindset, and the ability to collaborate effectively. Join a culture dedicated to inclusivity and social impact.

Qualifications

• Must have state life and health, SIE, series 7, and series 66 licensing.
• Experience in portfolio management and client engagement is essential.
• Values-driven with a strong record of accomplishment.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives to develop strategies.
• Discuss tailored financial products and services based on needs.

Skills

Interpersonal communication

Strategic thinking

Networking

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

Job description

Senior Vice President | Partnering with Advisors to Build Successful Practices and Elite Firms | DM Me to Join Our Team

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. We serve 2.4 million clients nationwide. Our mission is to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills & Experience

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: Values-driven with a track record of success and accomplishment.
• Communication Skills: Excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: Entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: Ability to work with and learn from top performers.
• Work Authorization: Must be authorized to work in the United States.

Training & Development

• FINRA Sponsorship: Provided for required FINRA licensing.
• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training.
• Virtual University: Access to Equitable Advisors' Virtual University for continuous learning.
• Mentorship: Opportunities for joint work and mentorship.
• Personalized Coaching: Benefit from the guidance of a local Vice President throughout your journey.
• Leadership Development: Access to Leadership Development School for management aspirants.
• Professional Growth: Encouraged to pursue designations like CFP, ChFC, and others.
• Sign-On Payment: Based on completion of FINRA licenses and entering PEP.
• Stable Pay: Biweekly pay for eligible professionals.
• Commissions and Bonus: Additional earning opportunities.
• Benefits: Comprehensive health, dental, vision, 401(k), ESPP, disability, life insurance, and transportation reimbursement programs, subject to terms.

Our Impact & Culture

We value diversity, inclusivity, and community engagement through programs like "1,000 Hours of Giving Back" and “Equitable Excellence” scholarships. Join us to be part of a culture dedicated to social impact.

Equitable Advisors, LLC, member FINRA, SIPC, and affiliates, is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Business Development, Finance, and Sales