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Client Wealth Strategist

2 months ago

Philadelphia, Pennsylvania, United States Equitable Services Full time
A supportive environment for your professional growth

As an accomplished financial advisor, you may be contemplating a transition to a new opportunity. At Equitable Services, we are eager to learn about your journey and assist you in uncovering deeper satisfaction for both your clients and yourself.

Our mission is to empower you in expanding your practice by providing strategic resources and essential tools to enhance your client interactions. Together, we can help you realize your aspirations through:
  • An open-architecture framework for client solutions
  • A broker/dealer network supported by one of the largest firms in the industry
  • Exclusive benefits and wealth accumulation programs
  • Attractive compensation structures
  • Comprehensive operational and compliance support

Key Qualifications

We understand that changing firms is a significant decision. Therefore, we offer tailored support and financial incentives to ensure your transition to Equitable Services is seamless.

In summary:
  • Over 2.8 million clients served
  • Assets exceeding $220 billion under management
  • A network of more than 4,330 financial professionals
  • Access to over 190 Elite Advisor Group firms
  • Numerous branch offices nationwide
Equitable Services is committed to equal opportunity employment.