Wealth Management Associate

3 weeks ago

BalaCynwyd, Pennsylvania, United States tapwage Full time
Wealth Management Associate - PA, Bala Cynwyd BJ)

Primary Location

:
UNITED STATES-PA-Bala Cynwyd

Organization

:
Equitable Advisors

Description

Equitable Advisors is a respected wealth management firm with a proven track record in the industry.

We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives.

We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our people

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits:

demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.


  • We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment
  • Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our muchanticipated celebration of cultures and accomplishments at the annual Diversity Summit
  • Social impact and community engagement prosper thru our programs such as "1,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence" providing 200 college scholarships annually
  • Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves
Qualifications

Training and support


To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

Our entry level training curriculum is designed to empower you with the skills and tools needed for success:

client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions.

You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.


Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills.

We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNERTM (CFP) Professional and Chartered Financial Consultant (ChFC).

In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.


We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Benefits and compensation

Compensation options you control and a comprehensive benefits package for eligible individuals:

health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program ("TRIP").

Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve.

We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.


Equitable Advisors, LLC, (NY, NY member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.

Equal Opportunity Employers M/F/D/V. GE /23)(Exp.9/25)

  • Associate Director, Clinical Data Management

    3 weeks ago

    Bala-Cynwyd, Pennsylvania, United States Larimar Therapeutics Full time

    Description:The Company:We are Larimar Therapeutics, based in the Philadelphia area, and committed to discovering and developing therapeutics to dramatically improve the lives of patients with complex rare diseases. At Larimar, we embrace everyone's contribution to our Mission. Our values connect us and ensure we communicate openly, treat each other with...

  • Wealth Management Advisor

    5 days ago

    Bala Cynwyd, United States Equitable Advisors LLC Full time

    At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have found that the Financial Professional opportunity with Equitable Advisors provides...

  • Wealth Management Advisor

    4 days ago

    Bala-Cynwyd, United States Equitable Advisors Full time

    At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have found that the Financial Professional opportunity with Equitable Advisors provides...

  • Wealth Management Associate

    2 weeks ago

    Bala-Cynwyd, United States Equitable Advisors 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...

  • Wealth Management Associate

    2 months ago

    Bala-Cynwyd, United States Equitable Advisors 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...

  • Wealth Management Associate

    2 weeks ago

    Bala-Cynwyd, United States Equitable Advisors Full time

    Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional.What it takes to be an...

  • Wealth Management Associate

    3 weeks ago

    Bala-Cynwyd, United States Equitable Advisors Full time

    Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional.What it takes to be an...

  • Director of Recruiting

    6 days ago

    Bala Cynwyd, United States MassMutual Full time

    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 partner in that...

  • Director of Recruiting

    2 months ago

    Bala-Cynwyd, United States MassMutual Full time

    Job DescriptionJob DescriptionAbout 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...

  • Associate Director, Clinical Data Management

    4 weeks ago

    Bala Cynwyd, United States Larimar Therapeutics Full time

    Apply Description The Company: We are Larimar Therapeutics, based in the Philadelphia area, and committed to discovering and developing therapeutics to dramatically improve the lives of patients with complex rare diseases. At Larimar, we embrace everyone's contribution to our Mission. Our values connect us and ensure we communicate openly, treat each...

  • Associate Director, Clinical Data Management

    4 days ago

    Bala Cynwyd, United States Larimar Therapeutics Full time

    The Company: We are Larimar Therapeutics, based in the Philadelphia area, and committed to discovering and developing therapeutics to dramatically improve the lives of patients with complex rare diseases. At Larimar, we embrace everyone's contribution to our Mission. Our values connect us and ensure we communicate openly, treat each other with respect, help...

  • Associate Director, Clinical Data Management

    2 days ago

    Bala Cynwyd, United States Larimar Therapeutics Full time

    The Company: We are Larimar Therapeutics, based in the Philadelphia area, and committed to discovering and developing therapeutics to dramatically improve the lives of patients with complex rare diseases. At Larimar, we embrace everyone's contribution to our Mission. Our values connect us and ensure we communicate openly, treat each other with respect, help...

  • Financial Advisor

    4 days ago

    Bala-Cynwyd, United States Equitable Advisors Full time

    At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have found that the Financial Professional opportunity with Equitable Advisors provides...

  • Client Relations Associate

    1 month ago

    Bala-Cynwyd, United States EM Communications Group Full time

    **EM Communications Group** is a leading provider of Business Development and Marketing solutions to mid and large-sized businesses in the Philadelphia area. We are committed to delivering an exceptional level of care and dedication to our clients and surpassing their goals and expectations in growing their businesses. **Responsibilities of our Client...

  • Marketing Associate

    4 days ago

    Bala Cynwyd, United States Empire MG Full time

    Who We Are : Empire Management Group, a local firm that specializes in marketing, sales, and brand management for some of the most exciting and well-known companies in the world today. Simply put – Empire Management Group uses proven marketing methods and is responsible for bridging the gap between the services our clients provide and the target market in...

  • Patient Services Associate

    6 days ago

    Bala Cynwyd, United States Penn Medicine Full time

    Description Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines. Today...

  • Patient Services Associate

    4 days ago

    Bala Cynwyd, United States Pennsylvania Medicine Full time

    Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines.Today at Penn...

  • Patient Services Associate

    6 days ago

    Bala Cynwyd, United States Pennsylvania Medicine Full time

    Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines. Today at Penn...

  • Patient Services Associate

    8 hours ago

    Bala Cynwyd, United States Pennsylvania Medicine Full time

    Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines. Today at Penn...

  • Store Associate

    4 days ago

    Bala Cynwyd, United States CVS Health Full time

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we...

  • Clinical Services Associate

    5 days ago

    Bala Cynwyd, United States Penn Medicine Full time

    **Description** Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all...