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Investment Management Consultant

2 months ago

BalaCynwyd, Pennsylvania, United States Equitable Advisors Full time

We are seeking motivated individuals eager to re-enter the workforce in the realm of financial advisoryas a Financial Planning Associate

We understand that transitioning back into the job market can be daunting and sometimes overwhelming, which is why our focus is on supporting you.

When embarking on a new career journey, key factors such as stability, financial independence, and the opportunity to develop skills through comprehensive training are essential for job seekers. Many returning professionals find it challenging to locate a role that encompasses all these elements.

This is why we are dedicated to offering the financial planning career path to individuals like you. We are committed to empowering our Financial Planning Associates to cultivate their own business and achieve financial success by assisting individuals and families in making informed financial choices that positively influence their futures.

Desired Experience

  • Career hiatus
  • 2-5+ years of relevant professional experience prior to the career break
  • A four-year college degree is preferred but not mandatory
  • Must obtain state life and health licenses, SIE, FINRA Series 7 and 66 exams (additional designations are advantageous)
  • Results-oriented, highly driven, self-motivated individual with integrity, a strong work ethic, and a passion for helping others secure their financial futures
  • Collaborative team player with excellent interpersonal and communication skills, exhibiting a high level of self-confidence
  • Ability to leverage past and present experiences to develop markets and maintain long-term client relationships

Benefits of Joining Our Team

  • Compensation that you control along with a comprehensive benefits package
  • Tailored and extensive training and support in all crucial areas for business development
  • Assistance and coaching to achieve the necessary licensing for employment
  • Opportunities to specialize in various fields, from Certified Financial Planner to junior or senior partnership roles, to employee and executive benefits, and other specialized focuses
  • Collaboration with senior partners and coaching from top industry performers
  • Opportunities for advancement and management roles
  • A balanced work-life environment with access to a full suite of remote work technology solutions

Your Contribution

  • Evaluate financial data from clients to devise strategies, financial products, and services that help clients achieve their financial goals
  • Establish and nurture a client base, keeping client plans current and continuously acquiring new clients
  • Regularly reach out to clients to assess any changes in their financial circumstances
  • Provide knowledgeable, objective financial advice tailored to consumer segments that demand high-quality service
  • Market financial products and services, including life insurance, annuities, and investment options

Career opportunities are with Equitable Advisors, LLC, an Equal Opportunity Employer M/F/D/V. Equitable Life is dedicated to providing equal employment opportunities based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information, or any other class protected by federal, state, and local laws.