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Equitable Advisors
Philadelphia, PA, United States
Responsibilities Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. You wi
Job Source: Equitable AdvisorsTIAA
Philadelphia, PA, United States
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've bee
Job Source: TIAATIAA
Philadelphia
**Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've
Job Source: TIAACharles Schwab
Radnor
**Your opportunity** At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, f
Job Source: Charles SchwabEquitable Advisors
, PA, United States
Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals- providing services of financial, retirement, estate planning strategies’ ass
Job Source: Equitable AdvisorsEquitable Advisors
Bala Cynwyd, 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 f
Job Source: Equitable AdvisorsCharles Schwab
Radnor
**Your opportunity** **At Schwab,** **you’re** **empowered to make an impact on your career. Here, innovative** **thought** **meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and n
Job Source: Charles SchwabPwC
Philadelphia
**Specialty/Competency:** Industry Tax Practice **Industry/Sector:** Asset and Wealth Management **Time Type:** Full time **Travel Requirements:** Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact ta
Job Source: PwCPhiladelphia, PA, United States
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 stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success.
Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:
· Teachers
· School administrators
· Municipality employees
What it takes to be an Equitable Advisors’ Financial Professional
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 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
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
You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). Equitable Advisors is an equal opportunity employer. M/F/D/V GE-3702668 (08/21) (Exp.08/23)
Keywords: Series 7, Sales Manager, Insurance Agent, Insurance Sales, Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representative, Business Development, Retirement, Financial Advisor
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Email Alert for Wealth Management Advisor jobs in Philadelphia, PA, United States
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