Wealth Management Associate Location Bala-Cynwyd, PA : With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Wealth Management Associate. In that role, you will:
Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform) What it takes to be an Equitable Advisors' Wealth Management Associate
With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.
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 63 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.
Benefits of working with us
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 To get started as a Wealth Management Associate, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems.
Our Vision
Our strategy begins and ends with our customers' needs, goals and aspirations. We seek to provide long-term relationships and emphasize guidance, technology and performance to deliver customized strategies to consumers. Our thinking is vast, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis.
Our People
The people who join us come from a wide variety of backgrounds, yet they share several important traits. They're goal oriented, results-driven professionals who possess an entrepreneurial spirit and a passion for winning. They have demonstrated patterns of success and desire an opportunity for high income potential. Many of our candidates are well known in their communities - in financial, civic and educational circles or through professional and social organizations. Although not a necessity, many possess a "natural market" of friends, family members and professional contacts who may very well be in need of professional financial guidance. A significant number of our financial professionals have attained one or more coveted professional designations, such as CERTIFIED FINANCIAL PLANNER™ professional or Chartered Financial Consultant. Some even have a background or training in the fields of law or accounting. Join Equitable Advisors and you could be working side by side with some of the leading minds in the business.
Our Training Program
At Equitable Advisors, we consider extensive, lifelong training to be one of our key competitive advantages. We're committed to acquiring and leveraging every bit of intelligence available to grow the company. New Wealth Management Associates focus on the core competencies needed to learn the various aspects of the profession, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered Financial Consultant (ChFC).
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Our Compensation Program
Let's face it. You can't attract quality people with a second-best compensation package. As an Equitable Advisors Wealth Management Associate, you'll have operational flexibility while being backed by the vast resources and marketing experience of one of the world's premier financial service organizations. If selected, you'll have access to a competitive compensation package that consists of a base pay or full commission model, financial planning fees (upon meeting proper registration/credentialing requirements) and a potential bonus for eligible individuals. You will also benefit from an excellent comprehensive benefits package for eligible individuals (certain age and service requirements may apply): health and dental coverage options, vision care coverage, stock purchase program, pension and 401(k) (including company-paid profit sharing feature) plan, short-term and, later, long-term disability income insurance coverage options, group term life and optional group universal life insurance coverage.
Securities offered through Equitable Advisors, LLC (NY, NY ), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-3702612(8/21)(Exp.8/23)
Keywords: Series 7, Sales Manager, Insurance Agent, Insurance Sales, Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representative, Business Development, Retirement, Financial Advisors
Job Type: Full-time
Pay: $80,000.00 - $175,000.00 per year
Benefits:
401(k)401(k) matching Dental insurance Flexible schedule Health insurance Parental leave Tuition reimbursement Vision insurance Compensation package:
Bonus opportunities Commission pay Weekly schedule:
Monday to Friday Work setting:
In-person Application Question(s):
Are you willing to undergo a background check, in accordance with local law/regulations? This is an in-office position based in Bala Cynwyd with an amazing team culture and high-performance expectations. Is that what you're looking for? Are you interested in a client-facing, consultative sales role with proper training and mentoring? Education:
Bachelor's (Preferred) Ability to Commute:
Bala Cynwyd, PA 19004 (Required) Work Location: In person
