Equitable Advisors
Financial Planner, Investment Retirement Planning
Equitable Advisors - Bala Cynwyd
Work at Equitable Advisors
Overview
- View job
Overview
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Cultivate and expand your network within established markets
Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Flexible schedule to maximize productivity and personal time
Location: Working outside the office in local schools and municipalities
Bachelor's degree or equivalent skills and work experience
Training & Development
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus : In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; 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.
Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
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.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Cultivate and expand your network within established markets
Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Flexible schedule to maximize productivity and personal time
Location: Working outside the office in local schools and municipalities
Bachelor's degree or equivalent skills and work experience
Training & Development
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus : In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; 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.
Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
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.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.