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Equitable Advisors
Cynwyd, PA | Full Time
$123k-165k (estimate)
8 Months Ago
Wealth Manager
$123k-165k (estimate)
Full Time | Insurance 8 Months Ago
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Equitable Advisors is Hiring a Remote Wealth Manager

We’re looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nation’s leading financial services firms. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional.

In this role, you will:

o Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.

o Provide information/education to clients about the purpose and details of financial products, services and strategies.

o Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.

o Contact clients periodically to determine if there have been changes in their financial status.

o Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service

Individuals who excel at Equitable Advisors come from many different professional backgrounds including:

o Sales

o Banking

o Education

o Coaching/Athletics

o Management

o Account Management

o Law

o Brokerage

Job Requirements

o A four-year college degree is preferred but not required

o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

o 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

o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

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

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE-3702679 (08/21) (Exp.08/23)

Job Type: Full-time

Pay: $75,150.00 - $95,500.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Compensation package:

  • Bonus opportunities
  • Commission pay

Work setting:

  • In the field
  • Office

Ability to commute/relocate:

  • Bala-Cynwyd, PA 19004: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • Will you now or in the future require Citizen Sponsorship?

Education:

  • Associate (Preferred)

Experience:

  • Sales: 1 year (Preferred)
  • Relationship Building: 1 year (Preferred)

License/Certification:

  • FINRA License (Preferred)

Work Location: Hybrid remote in Bala-Cynwyd, PA 19004

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$123k-165k (estimate)

POST DATE

08/30/2023

EXPIRATION DATE

05/26/2024

WEBSITE

equitable.com

HEADQUARTERS

BISMARCK, ND

SIZE

7,500 - 15,000

FOUNDED

1939

TYPE

Investment Company

CEO

BOB JOHNSON

REVENUE

$10B - $50B

INDUSTRY

Insurance

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About Equitable Advisors

NB Group provides wealth planning services andinvestment solutions toindividuals andinstitutions.

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