Holistic Financial Coach

4 days ago


BalaCynwyd, Pennsylvania, United States Equitable Advisors Full time
Empowering Women in Financial Leadership

At Equitable Advisors, we believe in fostering a culture of inclusivity and diversity, where women can thrive in their careers and make a meaningful impact in the lives of their clients.

As a Financial Professional, you will have the opportunity to work with a diverse range of clients, helping them achieve their financial goals and secure their financial well-being.

Our comprehensive training program will equip you with the skills and knowledge needed to succeed in this role, including client relationship management, product knowledge, and market development.

We offer a competitive compensation package, including health and dental coverage options, vision care coverage, and a 401(k) Plan with company match.

Join our team of dedicated professionals and help us make a difference in the lives of our clients and the community.

  • Women's Network Employee Resource Group: women's mentoring, career excellence, personal wellness, giving back 1,000 hours to the community
  • Women in leadership roles: Complex president, branch manager, district managers, national honor guard president

With our Holistic Financial Coach Program, you will have the opportunity to upskill and advance your career, while making a positive impact on the lives of our clients.

At Equitable Advisors, we are committed to creating a workplace culture that values diversity, equity, and inclusion, where everyone has the opportunity to succeed and thrive.



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