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Financial Planning Associate

2 months ago


Philadelphia, Pennsylvania, United States Equitable Advisors Full time

Position: Retirement Benefits Group (RBG) Financial Professional

Equitable Advisors is on the lookout for a dedicated RBG Financial Professional who will concentrate on delivering financial solutions and services tailored for educators and municipal employees. This entry-level role presents avenues for both personal and professional advancement.

  • Education: A four-year college degree is preferred.
  • Licensing: Candidates must possess state life and health licenses, along with SIE, FINRA Series 7, and 66 certifications.
  • Ideal Candidate: We seek results-oriented individuals who demonstrate integrity and a robust work ethic.
  • Skills: Strong interpersonal abilities, effective communication skills, and self-assurance are essential.

What We Offer:

  • A comprehensive benefits package.
  • Customized training and ongoing support.
  • Opportunities for specialization in diverse financial sectors.
  • Paths for advancement and management roles.
  • Work-life balance with access to remote work technology.

Equitable Advisors is dedicated to cultivating a diverse talent pool and promoting an inclusive workplace. Explore your potential in the financial services sector with us.