Job Summary

We are seeking an entry level financial planner for a group of Financial Advisors at Equitable Advisors in Bala Cynwyd, PA. The ideal candidate is one who is ready to grow a career in financial planning in the industry. Such an individual will desire working in a team-oriented firm; will be involved in all aspects of the business, learning, and shaping the way we care for our clients; and will gain valuable experience for developing a financial planning career. Candidates that fit into our firm and culture will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. We value our clients, and our clients value our services.

Position Highlights: This individual will work with advisors, providing financial planning and investment services support. Key responsibilities include preparation of financial plans, portfolio administration, reach out to approved vendors for associated investment research and analysis, and coordination of client service needs with team members.

Specific areas of focus include:

• Preparing financial analyses and financial plans for clients.
• Assisting with analysis, rebalancing, and administration of client investment portfolios.
• Providing support for processing client service needs.
• Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.

Qualifications

• Experience in the field required
• Series 7
• Series 66 (OR Series 63 & 65)
• Life, Accident & Health License preferred or working towards obtaining certification
• B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics
• Strong analytical skills
• Competence in MS Excel
• Excellent written and verbal communication skills
• Self-starter, productive, works well with a team and independently
• Ability to identify, meet, and follow through with client needs and requirements
• Excellent project management skills with ability to prioritize and track multiple tasks
• Proficiency in Morningstar Advisor Workstation and Morningstar Direct
• Knowledge of CRM, eMoney, Asset-Map and SalesForce

Compensation

• Salary Range based on experience: $ 60,000 – $75,000 annually

Equitable 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- 7248838.1(11/24)(Exp.11/26)