Financial Advisor

Equitable Advisors
Bala-Cynwyd, PA, United States
Full-time
We are sorry. The job offer you are looking for is no longer available.

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’ Financial Advisor, 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.

7 days ago
Related jobs
Promoted
Citizens
Norristown, Pennsylvania

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Cit...

Federal Reserve Bank of Philadelphia
Philadelphia, Pennsylvania

It helps formulate and implement monetary policy, supervises banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government. The Federal Reserve Bank of Philadelphia is seeking to fill a Policy Advisor term employment (6 t...

Promoted
Citizens
Blue Bell, Pennsylvania

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Cit...

MassMutual Eastern PA
Horsham, Pennsylvania

Financial Advisor - MassMutual, Eastern PA (Horsham, PA). MassMutual Eastern PA is seeking an experienced Financial Advisor to join our team in Horsham, PA. Work with a team of financial professionals to provide holistic financial solutions to clients. This is a pivotal role for a seasoned professio...

Bank of America
Blue Bell, Pennsylvania

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...

Equitable Advisors
Philadelphia, Pennsylvania

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. We have a passion to make a ...

Gpac
Philadelphia, Pennsylvania

We partnered with an Independent RIA who are in need of a Financial Advisor! You'll have the opportunity to work closely with clients, understanding their unique financial goals, and crafting personalized strategies to help them achieve success. Conduct thorough financial assessments to underst...

Bank of America
Paoli, Pennsylvania

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short ...

Citizens
Conshohocken, Pennsylvania

The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and proce...

Vanguard
Chesterbrook, Pennsylvania

In the Internal Audit Senior Engagement Manager role, you will be a subject matter expert for the Financial Advisor Services (FAS) division and intermediary business, and lead teams to complete risk-based audits and consulting engagements to evaluate management’s internal controls and influence seni...