Registered Financial Representative
Equitable Advisors - Bala Cynwyd, PA
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At Equitable Advisors, we're on a mission to help people build fulfilling futures. As one of America's leading financial services companies, we are individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That's the power of our community! We embrace the diversity of our teams by continuously investing in them while working to be a force for good in the local community.Our Financial Professionals are committed to building strong relationships, and meeting clients where they are with advice and strategies tailored to meet their needs and vision for the future. Along with the strength and innovation of Equitable Advisors, our Financial Professionals work together with our clients to develop and implement financial strategies unique to them and their life. As one team we are committed to helping our clients pursue what's possible.Are you looking for a career with impact? Do you have experience in the financial services industry and are looking for an opportunity for advancement and mentorship? If you are currently in the financial services industry and seeking to be part of a growing team, along with mentorship, coaching and career growth opportunities, this is the opportunity for you! The right person possesses an unwavering commitment to building strong relationships with our clients and helping them pursue their unique goals by partnering with our local Financial Professionals to provide service support for our clients within a team environment. The right person will also possess a growth mindset with a desire to advance their career into a team leader or sales role in the future.Responsibilities:Client relationship management-Manage client service requests, account maintenance and recordkeeping-Client communication and interaction- email, phone, mail and in person-Scheduling client meeting-Draft reports, illustrations, and other client related documents-Proactive client contactMeeting preparation and coordinationMarketing for client seminars, client appreciation eventsTeam collaboration on daily, weekly, and quarterly tasksCalendar management for specific team membersNew client onboardingNew business processing to a high degree of accuracyCompliance- follow policies and proceduresTechnology-Microsoft Office SuitesRequirements:Experience and knowledge of the financial services industryDependable, organized with the ability to multi-task while prioritizing projectsPositive and friendly with strong customer engagement skillsFlexibility to pivot priorities or schedules throughout the dayProactive problem solver with critical thinking skillsExcellent written and verbal communication skillsWorking knowledge of Microsoft Office Suites with the ability to learn new technology quicklyPreferred:FINRA SIE, Series 7 and 66Benefits and CompensationCompetitive compensation package comprised of a base salary, commission and bonusPaid vacation and holidaysRetirement programBonus opportunityEquitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. AGE- 6720116.1(7/24)(Exp.7/26)
Created: 2024-09-19