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Equitable Advisors · 1 day ago

Financial Services Professional

Greater Philadelphia

Full-time

Onsite

New Grad, Entry Level

Equitable Advisors is dedicated to making a positive impact in the lives of its clients, serving 2.4 million clients nationwide. The role involves building client relationships, developing financial strategies, and consulting on financial products tailored to individual needs.

Financial Services

Growth Opportunities

Hiring Manager

Dennis Long

Responsibilities

Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking

Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance

Discuss financial products and services tailored to clients' unique situations

Qualification

State Life & Health licensingSIE licensingSeries 7 licensingSeries 66 licensingBachelor's degreeEntrepreneurial spiritCommunication SkillsCollaboration

Required

Bachelor's degree or equivalent skills and work experience

State Life & Health, SIE, Series 7, Series 66 licensing

Values-driven with a track record of success and accomplishment

Excellent interpersonal and communication abilities with strong self-confidence

Entrepreneurial spirit with a desire to positively impact others' lives

Ability to work with and learn from top performers

Must be authorized to work in the United States

In-office presence required

Benefits

Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.