Equitable Advisors | Wealth Management/Insurance | Bala Cynwyd, PA/Philadelphia, PA
|Position Summary||Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives. As a Financial Professional, we help you build, retain, and service your own financial book of business. We are holistic comprehensive financial planners. Few areas of focus are: wealth management, risk management (insurance), retirement Analysis, LTC events, ETC.|
|Essential Duties and Responsibilities||
· Identifying and pursuing potential clients to maintain a strong client base.
· Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets.
· Maintaining compliance with all rules and regulations in the financial industry.
|Education/Qualifications/Certifications||Bachelor’s degree preferred. Doesn’t need to be in Finance.
Will need the SIE/series 7/66 to get licensed but we help you with this process.
|How to Apply||Contact Josh Redmond at Joshua.Redmond@equitable.com