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CFA Institute
Camden, NJ, United States
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business tha
Job Source: CFA InstituteTIAA
Philadelphia
Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their te
Job Source: TIAAEquitable
Philadelphia, PA, United States
Direct message the job poster from Equitable Vice President at Firstrust Financial Resources Equitable Advisors- Retirement Benefits Group Job Description 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 stab
Job Source: EquitableEquitable Advisors
Philadelphia, PA, United States
Equitable Advisors- Retirement Benefits Group Job DescriptionWith 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 currently seek
Job Source: Equitable AdvisorsLeah Yosef International
Philadelphia, PA, United States
2 weeks ago Be among the first 25 applicants Ultra-High-Net Worth Multi-Family Office is investing in the Greater Philadelphia office and seeking a Lead Advisor, Managing Director level, to join the partnership and lead expansion efforts. Extremely Competitive Payouts - Immediate Equity Opportunity Highlights 10 billion Assets Under Advisory (100
Job Source: Leah Yosef InternationalEquitable Advisors
Philadelphia, PA, United States
We are looking for individuals that are looking to return to the workforce in a career in financial planning as a Financial Professional We know that returning to the workforce can be challenging and a bit frustrating at times, which is why we are so focused on hiring you. When returning to the workforce for the first time, stability, financial
Job Source: Equitable AdvisorsMorgan Stanley
Philadelphia
*POSITION SUMMARY:* The Wealth Management Analyst’s responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized financial plans, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on s
Job Source: Morgan StanleyEnvestnet, Inc
Berwyn, PA, United States
Description Envestnet is seeking a passionate and talented Sales Consultant - Wealth Solutions to join our Sales team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative techn
Job Source: Envestnet, Inc, PA, United States
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
Our people
Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.
We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment
Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit
Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually
Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves
Training and support
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA registration requirements as well as help you navigate state licensing needs.
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.
Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.
We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.
Benefits and compensation
Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).
Equitable Advisors ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE-2827277.4 (7/23)(Exp.7/25)
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Wealth Management Consultant jobs in , PA, United States
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