Wealth Management Sales Advisor

2 weeks ago


Philadelphia, Pennsylvania, United States Equitable Services Full time

Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals- providing services of financial, retirement, estate planning strategies asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.

We believe in a holistic approach to financial planning that takes into account every facet of our clients lives: their purpose and goals, their lifestyle and wellness, and lastly, their financial resources. This means that the work you do not only helps your clients make smarter decisions in their financial lives, it helps them focus on the people and the passions in their lives that matter most to them.

Description

Were 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 nations leading financial services firms. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that 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 Education

o Coaching/Athletics

o Accounting

o Banking

o Brokerage

o Management

o Law

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 , 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 /21) (Exp.08/24)



  • Philadelphia, Pennsylvania, United States TIAA Full time

    Wealth Management AdvisorAt TIAA, our Advisors have a solid set of resources and solutions to help deepen client relationships, grow their practice through referrals, and provide financial solutions that inspire people's dreams.We take pride in being recognized as one of the most ethical companies globally and listed among the Top 50 Companies for diversity...


  • Philadelphia, Pennsylvania, United States Goldman Sachs Full time

    YOUR IMPACT Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking...

  • Relationship Manager

    1 month ago


    Philadelphia, Pennsylvania, United States Clark Capital Management Group Full time

    Clark Capital is seeking a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful financial advisors. Candidate should be a self-starter who is comfortable managing complex and evolving situations. The successful candidate will be a team...

  • Private Wealth

    1 week ago


    Philadelphia, Pennsylvania, United States Jameson Legal Full time

    This is a senior-level Philadelphia-based opportunity to advise clients on estate, tax, and generational wealth planning.High-net-worth individuals, multigenerational family groups, entrepreneurs, and owners of privately held businesses are among those who turn to this team as trusted counsel on the stewardship of their most important legacies.This is an...

  • Senior Agency Advisor

    2 weeks ago


    Philadelphia, Pennsylvania, United States Incendia Partners Full time

    Job DescriptionJob Description**Only candidates coming from the Title Insurance industry will be considered**Our client, a highly recognized and rapidly expanding title insurance company, is seeking a Senior Agency Advisor in the Philadelphia area to assist them on their mission to grow their Pennsylvania operation.The Agency Advisor will provide...


  • Philadelphia, Pennsylvania, United States Bank of America Full time

    Description : This job is responsible for completing a 12-month program designed to help develop foundational knowledge and commercial bank-specific sales and credit skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the program. Key responsibilities include acquiring and maintaining a portfolio of clients and...

  • Beauty Advisor

    4 weeks ago


    Philadelphia, Pennsylvania, United States Sephora Full time

    Job ID: 246860Store Name/Number: PA-Fashion District (1292)Address: 901 Market St, Unit 1155, Philadelphia, PA 19107, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularBeauty AdvisorAs a Beauty Advisor, you are a key team member who inspires and helps our customers become the best version of themselves. You...


  • Philadelphia, Pennsylvania, United States iCapital Full time

    Job DescriptionJob DescriptioniCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $180 billion...


  • Philadelphia, Pennsylvania, United States MassMutual Full time

    Job Description About us: MassMutual Greater Philadelphia is a leading mutual life insurance and wealth management company that is operated for the benefit of its participating members and policyowners. We remain steadfast in our commitment to helping clients build their personal financial futures. With your desire to enhance your career, we offer to be a...


  • Philadelphia, Pennsylvania, United States The Cigna Group Full time

    POSITION SUMMARYThe Pre-Sale Resource Planning Advisor performs the capacity forecasting function for back office operational teams specific to Pre-Sale. Reviews and trends key metrics such as receipts, inventory, membership, attainment, barrier time, productivity, at work/on production, attrition, volume mix, on-shore vs. off-shore and the respective...


  • Philadelphia, Pennsylvania, United States Sephora Full time

    Job ID: 246725Store Name/Number: PA-Fashion District (1292)Address:901 Market St, Unit 1155, Philadelphia, PA 19107, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time:Part TimePosition Type: RegularLicensed Beauty Advisor (Cosmetology, Esthetician)As our Licensed Beauty Advisor, you are an expert in all thing's beauty You're here to...


  • Philadelphia, Pennsylvania, United States MLR Holdings LLC Full time

    MLR Media, a Philadelphia-based media and events company with brands serving public and private company directors, leaders and owners of multi-generational family businesses, and C-suite executives seeks a smart business-to-business media salesperson with strong work ethic, proven ability to create and nurture important, senior and sophisticated client...


  • Philadelphia, Pennsylvania, United States WSFS Bank Full time

    Job Description Schedule: Monday - Friday 8 AM - 6 PM, Saturday 9 AM - 1 PM At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement...

  • Regional Sales Leader

    2 weeks ago


    Philadelphia, Pennsylvania, United States Grant Thornton Full time

    Job Description Grant Thornton is seeking a Regional Sales Leader (Managing Director) - Atlantic Coast Region to join the team in Philadelphia, PA. As the Regional Sales Leader - Atlantic Coast, you'll manage a team of client relationship executives in the region and perform as a Key Account Executive for your Atlantic Coast Region sales organization - all...


  • Philadelphia, Pennsylvania, United States Motorola Solutions Full time

    Reference #: R47260 Company Overview At Motorola Solutions, we're guided by a shared purpose - helping people be their best in the moments that matter - and we live up to our purpose every day by solving for safer. Because people can only be their best when they not only feel safe, but are safe. We're solving for safer by building the best possible...


  • Philadelphia, Pennsylvania, United States The Cigna Group Full time

    The job profile for this position is Business Project Senior Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...

  • Sales Coordinator

    2 weeks ago


    Philadelphia, Pennsylvania, United States Gypsum Management & Supply, Inc. Full time

    About the Company:Gypsum Management & Supply, Inc. (GMS) is a prominent distributor of gypsum wallboard, acoustical ceiling products, and other specialty building materials in North America. Established in 1971, GMS operates a vast network of distribution centers across the country.Capitol Building Supply (CBSI), as part of the GMS family, boasts over 30...

  • VP Fast Track

    2 weeks ago


    Philadelphia, Pennsylvania, United States Equitable Advisors LLC Full time

    Here at Equitable, we value your ambition Equitable is currently seeking someone to join our team as an Entry Level - Wealth Management VP professional to fast track their career into Management within 24 months. As an Equitable Advisors Professional, you will: Go through our Leadership Development School, Management Development School, and learn how to...

  • Sales Manager

    2 weeks ago


    Philadelphia, Pennsylvania, United States Promo Builder Full time

    Promo Builder, LLC is looking for a Sales Manager to join our team in PA office. The Sales Manager is responsible for setting the goals of the department, understanding the importance of building and maintaining relationships, overseeing the budget, motivating the team, and projecting an environment of continuous learning. The ideal candidate will provide...

  • Sales Manager

    2 weeks ago


    Philadelphia, Pennsylvania, United States Promo Builder Full time

    Promo Builder, LLC is looking for a Sales Manager to join our team in PA office. The Sales Manager is responsible for setting the goals of the department, understanding the importance of building and maintaining relationships, overseeing the budget, motivating the team, and projecting an environment of continuous learning. The ideal candidate will provide...