Wealth Management Advisor (FINRA Licensed) – Growth Path

Equitable Advisors; Bala Cynwyd (PA); Vor Ort; USD 65.000 - 100.000; Vollzeit

Benefits dieser Stelle

Sign-On Payment

Stable Pay

Commissions & Bonus

Benefits

Zusammenfassung

Equitable Advisors is seeking a Financial Services Professional in Bala Cynwyd, PA to build client relationships, develop financial strategies, and consult on products and services. The role requires licensing and a commitment to a structured training pathway with FINRA sponsorship and ongoing professional growth.

In-office position with opportunities for mentorship, biweekly pay with potential for commissions and benefits including health, dental and retirement plans.

Qualifikationen

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Must be authorized to work in the United States.

Aufgaben

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure 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.

Kenntnisse

Licensing (SIE, Series 7, 66, Life & 2

Communication skills

Entrepreneurial mindset

Work Authorization

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

Equitable Advisors is seeking a Financial Services Professional in Bala Cynwyd, PA to build client relationships, develop financial strategies, and consult on products and services. The role requires licensing and a commitment to a structured training pathway with FINRA sponsorship and ongoing professional growth.

In-office position with opportunities for mentorship, biweekly pay with potential for commissions and benefits including health, dental and retirement plans.