Wealth Management Advisor - Pa, Philadelphia (2571)

Equitable Holdings

Philadelphia, PA, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Investment advisory services
This role involves building and managing a book of business within the Philadelphia area

Job Summary

  • This role involves building and managing a book of business within the Philadelphia area.
  • The position requires developing comprehensive financial strategies for high-net-worth individuals.
  • Equitable Holdings offers a competitive compensation package with significant growth opportunities.

Matching Summary

This role involves building and managing a book of business within the Philadelphia area.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • client relationship management
  • financial planning expertise
  • investment advisory services

Nice-to-have

  • strong communication skills
  • proven sales track record
  • entrepreneurial mindset

Key Requirements

  • Series 7 license required
  • Series 66 license required
  • FINRA registration mandatory

Work Rights

Not specified

Tailored Resume

Cover Letter