Finanical Professional
Financial Professional
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 610-660-4321 |