Holistic Financial Planner & Advisor

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

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.