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 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.


Job Requirements:

  • A four-year college degree is preferred but not required
  • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
  • 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
  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships


We’re looking for highly motivated, results-driven individuals who wants 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:

  • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
  • Provide information/education to clients about the purpose and details of financial products, services, and strategies.
  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.· Contact clients periodically to determine if there have been changes in their financial status.
  • 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 but not limited to: Sales, Coaching, Athletics, Banking, Law, Brokerage, Management, Accounting, Service Industry*

  • Wealth Management Associate

    1 day ago

    Bala Cynwyd, PA , USA, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide personalized financial solutions and guidance to our clients, empowering them to make informed decisions about their financial futures.Job SummaryWe are seeking a highly...

  • Wealth Management Advisor

    3 weeks 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

    3 months 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 Advisor

    3 months 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 Consultant

    2 weeks ago

    Bala-Cynwyd, Pennsylvania, United States Equitable Advisors Full time

    Join Equitable Advisors as a Wealth Management Consultant and elevate your professional journey. In the current employment landscape, individuals seek not just jobs but stable and rewarding careers. Our Wealth Management Consultant role offers a pathway to a meaningful profession that goes beyond mere employment. Our seasoned Financial Advisors guide clients...

  • Senior Wealth Management Consultant

    1 week ago

    Bala Cynwyd, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to transform the finance industry collaboratively.As a Senior Wealth Management Consultant within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based,...

  • Senior Wealth Management Consultant

    1 week ago

    Bala Cynwyd, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to transform the finance industry collaboratively.As a Senior Wealth Management Consultant within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based,...

  • Senior Wealth Management Consultant

    1 week ago

    Bala Cynwyd, United States Charles Schwab Full time

    Position Type: RegularYour Opportunity:At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to transform the finance industry together.As a Senior Wealth Management Consultant within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, and...

  • Wealth Management Associate

    3 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

    3 months 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...

  • Merrill Market Client Relationship Manager

    3 weeks ago

    Bala-Cynwyd, Pennsylvania, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Business Management Associate

    2 months ago

    Bala Cynwyd, United States Empire MG Full time

    The Business Management Associate will support the efforts of the marketing department and perform a variety of functions in a fast-paced startup environment. Successful candidates will possess excellent communication skills, a positive attitude, a strong work ethic, a strong sense of professionalism, and the ability to work within a team. Job...

  • Head of Talent Acquisition

    1 week ago

    Bala Cynwyd, United States MassMutual Full time

    About Us:MassMutual Greater Philadelphia stands as a premier mutual life insurance and wealth management organization dedicated to serving the interests of its participating members and policyholders. Our unwavering commitment is to assist clients in shaping their financial futures. We aim to partner with you in your career advancement.The Opportunity:We are...

  • Head of Talent Acquisition

    2 weeks ago

    Bala-Cynwyd, United States MassMutual Full time

    Position OverviewAbout Us:MassMutual Greater Philadelphia stands as a premier mutual life insurance and wealth management organization dedicated to serving the interests of its participating members and policyholders. Our unwavering commitment lies in assisting clients in shaping their financial futures. We are eager to partner with you in advancing your...

  • Director of Recruiting

    1 month 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...

  • Head of Talent Acquisition

    1 week ago

    Bala Cynwyd, United States MassMutual Full time

    About Us:MassMutual Greater Philadelphia stands as a premier mutual life insurance and wealth management organization dedicated to serving the interests of its members and policyholders. Our unwavering commitment is to assist clients in constructing their financial futures. We are eager to partner with you in advancing your career aspirations.The...

  • Head of Talent Acquisition

    6 days ago

    Bala Cynwyd, United States MassMutual Full time

    About Us:MassMutual Greater Philadelphia stands as a prominent mutual life insurance and wealth management firm dedicated to serving the interests of its participating members and policyholders. Our unwavering commitment lies in assisting clients in shaping their financial futures. We are eager to partner with you in advancing your career aspirations.The...

  • Head of Talent Acquisition

    1 week ago

    Bala Cynwyd, United States MassMutual Full time

    About Us:MassMutual Greater Philadelphia stands as a premier mutual life insurance and wealth management organization dedicated to serving the interests of its members and policyholders. Our unwavering commitment lies in empowering clients to secure their financial futures. We are eager to partner with you in advancing your career aspirations.The...

  • Head of Talent Acquisition

    6 days ago

    Bala Cynwyd, United States MassMutual Full time

    About Us:MassMutual Greater Philadelphia stands as a premier mutual life insurance and wealth management organization dedicated to serving the interests of its members and policyholders. Our unwavering commitment lies in assisting clients in shaping their financial futures. We aim to be a partner in your career advancement journey.The Opportunity:We are in...

  • Head of Talent Acquisition

    2 weeks ago

    Bala Cynwyd, United States MassMutual Full time

    About Us:MassMutual Greater Philadelphia stands as a premier mutual life insurance and wealth management organization dedicated to serving the interests of its members and policyholders. Our unwavering commitment lies in empowering clients to shape their financial futures. As you seek to advance your career, we are here to support you in that journey.The...