Finanical Professional

Financial Professional

Equitable Advisors   |   Wealth Management/Insurance   |   Bala Cynwyd, PA/Philadelphia, PA

Visit Equitable Advisors Website
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