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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:
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Work Location: Hybrid remote in Bala-Cynwyd, PA 19004
Full Time
Insurance
$123k-165k (estimate)
08/30/2023
05/26/2024
equitable.com
BISMARCK, ND
7,500 - 15,000
1939
Investment Company
BOB JOHNSON
$10B - $50B
Insurance
NB Group provides wealth planning services andinvestment solutions toindividuals andinstitutions.
The job skills required for Wealth Manager include Futures, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Manager positions, which can be used as a reference in future career path planning. As a Wealth Manager, it can be promoted into senior positions as a Top Trust Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Manager. You can explore the career advancement for a Wealth Manager below and select your interested title to get hiring information.