Wealth Management Associate — Flexible Path to Impact

Equitable Advisors; Philadelphia (Philadelphia County); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits

FINRA sponsorship

Structured development program

Job summary

Equitable Advisors is seeking motivated professionals to join its Retirement Benefits Group (RBG) in Philadelphia. You will engage clients, educate them on tailored financial solutions, and implement services while benefiting from a structured path to wealth management through licensing and hands-on training.

The role emphasizes flexibility, work-life balance, and the chance to grow within a leading wealth management firm that sponsors FINRA licensing and provides ongoing professional

Qualifications

• Bachelor’s degree or equivalent work experience.
• Licensing: Series 7, Series 66, State Life & Health, SIE.
• Authorized to work in the United States.
• Strong interpersonal and communication skills.

Responsibilities

• Client engagement and network expansion in established markets.
• Educate clients on financial products and services tailored to needs.
• Analyze and organize client data, ensure confidentiality, implement solutions.

Skills

Interpersonal communication

Self-confidence

Entrepreneurial mindset

Team collaboration

Work authorization in the US

Education

Bachelor's degree or equivalent

Tools

FINRA Licenses

Job description

Equitable Advisors is seeking motivated professionals to join its Retirement Benefits Group (RBG) in Philadelphia. You will engage clients, educate them on tailored financial solutions, and implement services while benefiting from a structured path to wealth management through licensing and hands-on training.

The role emphasizes flexibility, work-life balance, and the chance to grow within a leading wealth management firm that sponsors FINRA licensing and provides ongoing professional