Financial Advisor
5 days ago
At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have found that the Financial Professional opportunity with Equitable Advisors provides them with a rewarding career, not just a job. Our Financial Advisors help their clients with everything from paying for education to saving for retirement, assisting them in planning for their financial futures.
As an Equitable Advisors’ Wealth Management Associate, you’ll be part of a recognized, respected company that offers:
- Compensation you control and a complete benefits package
- Personalized and comprehensive training and support in all areas important to building your business
- Sponsorship as well as coaching to obtain the licensing required for hire
- Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
- Ability to work jointly with senior joint-work partners and to be coached by top performers
- Advancement and management opportunities
- A work-life balance and access to a full suite of remote-work technology solutions
Requirements
- A four-year college degree is preferred but not required
- You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
- Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
- Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long term relationships
Note -- applicants must be authorized to work in the United States.
-
Financial Advisor
7 months ago
Bala-Cynwyd, United States Equitable Advisors Full timeAt Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have found that the Financial Professional opportunity with Equitable Advisors provides...
-
Financial Support Associate
2 weeks ago
Bala-Cynwyd, United States MassMutual Greater Philadelphia Full timeMassMutual Greater Philadelphia is seeking a highly skilled Financial Support Associate to join their team. This role plays a critical part in supporting our Financial Professionals and their clients, ensuring they receive the service we promise them.ResponsibilitiesSupport new business processing for multiple Financial Professionals and their...
-
Success as a Financial Advisor
7 days ago
Bala-Cynwyd, United States MassMutual Greater Philadelphia Full timeAbout the Career Path">This role offers an exciting opportunity to build a successful career in financial services. As a Financial Services Representative, you'll have the chance to work with a diverse range of clients, develop your skills and knowledge, and earn a competitive income. Benefits and Incentives A competitive salary of $80,000 - $120,000 per...
-
Financial Wealth Strategist
2 weeks ago
Bala-Cynwyd, Pennsylvania, United States Equitable Advisors Full timeJob OverviewWe are seeking a talented Financial Wealth Strategist to join our team at Equitable Advisors. As a key member of our organization, you will play a vital role in helping individuals and families achieve their financial goals.Estimated SalaryThe estimated annual salary for this position is $70,000 - $100,000, depending on experience and...
-
Women's Financial Wellness Expert
3 weeks ago
Bala-Cynwyd, Pennsylvania, United States Equitable Advisors Full timeAbout the OpportunityWe are seeking a skilled Financial Wealth Strategist to join our team at Equitable Advisors. This is an exciting opportunity to work as a Prosperity Coach Specialist, providing expert financial guidance to clients and helping them make informed decisions about their wealth.Salary RangeThe estimated annual salary for this position is...
-
Client Service Coordinator
2 weeks ago
Bala-Cynwyd, United States MassMutual Greater Philadelphia Full timeWe are looking for a detail-oriented Client Service Coordinator to support our Financial Professionals and their clients. The ideal candidate will have excellent communication skills, be able to work independently, and have a passion for serving others.Key ResponsibilitiesSupport new business processing for multiple Financial Professionals and their...
-
Business Operations Specialist
2 weeks ago
Bala-Cynwyd, United States MassMutual Greater Philadelphia Full timeMassMutual Greater Philadelphia is seeking a highly skilled Business Operations Specialist to join their team. As a key member of the organization, you will play a pivotal role in supporting new business processing for multiple Financial Professionals and their businesses.Job ResponsibilitiesOwnership of the processing and workflow for insurance and...
-
Merrill Market Client Relationship Manager
3 weeks ago
Bala Cynwyd, United States Disability Solutions Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Prosperity Coach Specialist
2 weeks ago
Bala-Cynwyd, Pennsylvania, United States Equitable Advisors Full timeAbout Our CompanyEquitable Advisors is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. We strive to deliver exceptional customer experiences while building long-term relationships based on trust, guidance, and technology.SalaryThe estimated annual salary for this position is $80,000 -...
-
Client Experience Partner
1 week ago
Bala-Cynwyd, United States MassMutual Greater Philadelphia Full timeRole OverviewThe Client Experience Partner will be responsible for supporting new business processing, data entry, and preparing application bundles via electronic signatures. This role requires excellent communication skills, attention to detail, and the ability to work independently in a fast-paced environment.Key ResponsibilitiesSupport new business...
-
Business Operations Coordinator
1 week ago
Bala-Cynwyd, United States MassMutual Greater Philadelphia Full timeJob SummaryWe are seeking a detail-oriented and organized Client Service Associate to support our senior financial advisor in practice management tasks.DutiesConduct research and gather information for client meetings and correspondence.Prepare and distribute reports, including Morningstar portfolio analyses and one-click portfolio review reports.Coordinate...
-
Client Liaison Specialist
1 week ago
Bala-Cynwyd, United States MassMutual Greater Philadelphia Full timeJob OverviewThe Client Service Associate will work in a hybrid/remote setting, supporting a senior financial advisor with various aspects of practice management. This position requires 24-30 hours of work per week and offers opportunities for career growth and expanding duties and responsibilities within the role.Key ResponsibilitiesConduct email marketing...
-
Tax Manager
4 weeks ago
Bala Cynwyd, PA, United States Isdaner & Company Full timeTax Manager Position Overview As a Tax Manager, you will be responsible for overseeing all aspects of tax compliance and planning for the organization. You will lead a team of tax professionals, collaborate with internal stakeholders, and ensure adherence to relevant tax laws and regulations. Your role will involve managing tax strategies, identifying...