Junior Financial Planning Consultant

2 weeks ago


BalaCynwyd, Pennsylvania, United States Equitable Advisors Full time

About Equitable Advisors

Equitable Advisors stands as a leading entity in the financial services and insurance industry, committed to guiding individuals towards a secure and prosperous future through our reliable solutions and dedication to client satisfaction. We are seeking to expand our Retirement Benefits Group (RBG) with a new Financial Professional.

Role Overview:

As an RBG Financial Professional, your primary focus will be on delivering financial products and services, along with educational resources to individuals in various sectors such as education, healthcare, non-profit organizations, and municipal services. This includes working with professionals like educators, school administrators, and municipal employees.

Qualifications for the Position:

  • A four-year college degree is preferred but not mandatory.
  • Possession of state life and health licenses, along with SIE, FINRA Series 7 and 66 exams (additional certifications are advantageous).
  • A self-motivated, results-oriented individual with a strong ethical foundation and integrity.
  • Excellent communication skills and the ability to work collaboratively within a team.
  • Capability to utilize previous experiences and relationships to cultivate markets and sustain long-term connections.

What We Offer:

  • A competitive compensation structure that includes base salary, commissions, and comprehensive benefits.
  • Customized training and support across all essential business areas.
  • Sponsorship for necessary licensing and professional coaching.
  • Opportunities to specialize in various financial sectors.
  • Collaboration with top industry performers and pathways to advancement and management roles.
  • Flexible work-life balance with remote work technology solutions.

At Equitable Advisors, we are dedicated to providing personalized training and support to ensure your success in your career. We are committed to fostering a diverse workforce and creating an inclusive environment.

Equitable Advisors, LLC, member FINRA, SIPC, and affiliate, Equitable Network, LLC, are proud Equal Opportunity Employers.



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