Demo

Financial Services Professional

Equitable
Philadelphia, PA Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 3/13/2025

Overview

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in greater Philadelphia.

The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.


Responsibilities

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:

  • Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
  • Build and maintain client base, keeping 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.
  • Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.


Individuals who excel at Equitable Advisors are looking for “more” of something they aren’t getting currently. They come from many different professional backgrounds including:


  • Law
  • Brokerage
  • Accounting
  • Banking
  • Management
  • Sales


What it takes

  • A four-year college degree
  • A strong desire for more
  • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
  • 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

Benefits and compensation

  • Compensation you control and a comprehensive benefits package for eligible individuals
  • Opportunity to work jointly with senior joint-work partners and to be coached by top performers
  • Personalized and comprehensive training and support in all areas important to building your business
  • A work-life balance and access to a full suite of remote-work technology solutions
  • Advancement and management opportunities
  • You can build your career on your own terms. No one-track path.


Note -- applicants must be authorized to work in the United States.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.

GE- 7221523.1 (10/24) (Exp.10/26)

Keywords: Series 7, Sales Manager, Insurance Agent, Insurance Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representatives, Business Development, Retirement, Financial Advisors, Financial Consultant

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Financial Services Professional?

Sign up to receive alerts about other jobs on the Financial Services Professional career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$157,794 - $204,603
Income Estimation: 
$289,970 - $403,434
Income Estimation: 
$78,252 - $113,319
Income Estimation: 
$168,296 - $226,155
Income Estimation: 
$103,275 - $152,386
Income Estimation: 
$130,351 - $192,268
Income Estimation: 
$168,526 - $245,699
Income Estimation: 
$84,399 - $123,134
Income Estimation: 
$147,628 - $233,640
Income Estimation: 
$147,628 - $233,640
Income Estimation: 
$212,701 - $398,434
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Equitable

Equitable
Hired Organization Address New York, NY Intern
At Equitable, our power is in our people. We’re individuals from different cultures and backgrounds. Those differences m...
Equitable
Hired Organization Address Arvada, CO Full Time
At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences m...
Equitable
Hired Organization Address Charlotte, NC Full Time
Description At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those d...
Equitable
Hired Organization Address Syracuse, NY Full Time
Strategic Financial Analyst (Compensation Team) (2500001R) Primary Location : UNITED STATES-NY-Syracuse Other Locations ...

Not the job you're looking for? Here are some other Financial Services Professional jobs in the Philadelphia, PA area that may be a better fit.

Financial Services Professional

Equitable Services, Philadelphia, PA

AI Assistant is available now!

Feel free to start your new journey!