PhiladelphiaRecruiter Since 2001
the smart solution for Philadelphia jobs

Entry Level Wealth Management Associate - VP Fast Track Program - Philadelphia, Lancaster

Company: Equitable Advisors
Location: Bala Cynwyd
Posted on: March 19, 2023

Job Description:

About:Here at Equitable, we value your ambition! Equitable is currently seeking someone to join our team as an Entry Level - Wealth Management VP professional to fast track their career into Management within 24 months. As an Equitable Advisors' Professional, you will:

  • Go through our Leadership Development School, Management Development School, and learn how to build a book of business
  • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
  • Contact clients periodically to determine if there have been changes in their financial status
  • Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
  • Sell financial products and services including life insurance, annuities and investment options
  • Begin the process of leading a team of Financial Advisors to help them achieve their goals
    • A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
    • If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
    • 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
    • Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance.
    • Must be authorized to work in the United States
    • MBA, JD, CFP--, CPA or ChFC, a plus

Keywords: Equitable Advisors, Philadelphia , Entry Level Wealth Management Associate - VP Fast Track Program - Philadelphia, Lancaster, Executive , Bala Cynwyd, Pennsylvania

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Pennsylvania jobs by following @recnetPA on Twitter!

Philadelphia RSS job feeds