Jobs
>
Philadelphia

    Wealth Management Sales Advisor - Philadelphia, United States - Equitable

    Equitable
    Equitable Philadelphia, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 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.

    We believe in a holistic approach to financial planning that takes into account every facet of our clients' lives: their purpose and goals, their lifestyle and wellness, and lastly, their financial resources. This means that the work you do not only helps your clients make smarter decisions in their financial lives, it helps them focus on the people and the passions in their lives that matter most to them.

    Description

    We're looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nation's leading financial services firms. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:

    o Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.

    o Provide information/education to clients about the purpose and details of financial products, services and strategies.

    o Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.

    o Contact clients periodically to determine if there have been changes in their financial status.

    o Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service

    Individuals who excel at Equitable Advisors come from many different professional backgrounds including:

    o Sales

    o Education

    o Coaching/Athletics

    o Accounting

    o Banking

    o Brokerage

    o Management

    o Law

    Job Requirements

    o A four-year college degree is preferred but not required

    o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

    o 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

    o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

    o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

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

    Securities offered through Equitable Advisors, LLC (NY, NY , member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE /21) (Exp.08/24)

  • ActionLink

    Retail Sales Advisor- Intel

    3 days ago

    ActionLink Philadelphia, United States

    **ActionLink wants you to join our Intel Computer Sales Advisor Team** · We are seeking an engaging individual who will enjoy creating a world-class service environment inside a local Best Buy's computer department. This role represents our client, Intel, by showcasing their late ...

  • Trident Water Treatment

    Sales Advisor

    3 weeks ago

    Trident Water Treatment East Norriton, United States

    **Position: Sales Advisor** · **Pay**:$57K - $85K plus Bonus · Commission & Bonus · **Location: Norristown, PA** · **Hours**: · Full-Time · 8-hour day shift, flexible scheduling, weekend availability · **Benefits**: · - Competitive Salary · - Performance Pay · - Comprehensive Ben ...

  • Matrix Dynamics

    Customer Advisor in Sales

    3 days ago

    Matrix Dynamics Hi-Nella, NJ, United States Freelance

    **Job Description: Customer Advisor in Sales (m/f/d)** · Are you a recent graduate looking to kickstart your career or someone looking for a new direction in the professional world? Look no further We are here to help you find the perfect entry into the workforce and discover the ...

  • Haley Automotive Group

    Internet Sales Advisor

    1 week ago

    Haley Automotive Group Chester, United States

    The Business Development Representative answers incoming telephone calls and internet queries in a friendly, interested, and helpful manner. He or she receives, processes, and coordinates all incoming sales requests, and internet queries. In addition, he or she performs clerical ...

  • Delaware Limo

    Client Advisor/sales

    3 weeks ago

    Delaware Limo Wilmington, United States

    Delaware Limo, an Inc. 5000-listed company renowned for its rapid growth and commitment to excellence, has earned accolades such as being named the 5th fastest-growing company by Philadelphia100 two years in a row. Our engagement in community initiatives, including hosting roundt ...

  • Cascade Enterprises

    Customer Advisor in Sales

    3 days ago

    Cascade Enterprises Ardencroft, DE, United States Freelance

    Are you a recent graduate looking to kickstart your career or are you looking to make a career change and find the perfect sales position? Look no further than Ardencroft, DE · As a true customer advisor, you thrive on interacting with people and providing tailored advice. At the ...

  • Phoenix Industries

    Customer Advisor in Sales

    3 days ago

    Phoenix Industries Hamorton, PA, United States Freelance

    **Entry-level professional** helps you find the right start in your career or to reorient yourself and discover the perfect position in sales Take off with us · As a true customer advisor, you love being around people and providing them with tailored advice Your passion pays off ...

  • Cigna

    Sales Analytics and Reporting Advisor

    3 weeks ago

    Cigna Philadelphia, United States

    The Evernorth Growth Office (ENGO) Sales Analytics and Reporting Advisor will work closely with the ENGO Sales Analytics and Reporting Director and other ENGO Leaders to ensure that ENGO leadership and their teams have the information and resources n Analytics, Sales, Health, Rep ...

  • MyEyeDr.

    Eyewear Customer Service/sales Advisor

    3 days ago

    MyEyeDr. Havertown, United States

    **Description** · **About the role** · See yourself starting a new career journey? As an Eyewear Consultant for MyEyeDr. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients ...

  • Acosta

    Retail Sales Advisor- Intel

    3 weeks ago

    Acosta Philadelphia, United States

    Retail Sales Advisor- Intel LocationPA - PHILADELPHIA ActionLink wants you to join our Intel Computer Sales Advisor Team We are seeking an engaging individual who will enjoy creating a world-class service environment inside a local Best Buy's computer department. This role repres ...

  • Equitable Services

    Wealth Management Sales Advisor

    4 days ago

    Equitable Services Philadelphia, United States

    Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals- provid ...

  • Equitable Services

    Wealth Management Sales Advisor

    2 weeks ago

    Equitable Services Philadelphia, United States

    Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals- provid ...

  • Acosta Group

    Retail Sales Advisor- Intel

    2 weeks ago

    Acosta Group Philadelphia, United States

    **Retail Sales Advisor- Intel** · Location**PA - PHILADELPHIA** · **ActionLink wants you to join our Intel Computer Sales Advisor Team** · We are seeking an engaging individual who will enjoy creating a world-class service environment inside a local Best Buy's computer departm ...

  • Sands Investment Group

    Senior Investment Sales Advisor

    3 weeks ago

    Sands Investment Group Philadelphia, United States

    Description · Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a part of our Philadelphia location. · SIG Pr ...

  • ActionLink

    Retail Sales Advisor- Intel

    1 week ago

    ActionLink Philadelphia, United States

    Job Description · Job DescriptionActionLink wants you to join our Intel Computer Sales Advisor Team · We are seeking an engaging individual who will enjoy creating a world-class service environment inside a local Best Buy's computer department. This role represents our client, In ...

  • Sands Investment Group

    Senior Investment Sales Advisor

    1 week ago

    Sands Investment Group Philadelphia, United States

    Job Description · Job DescriptionSands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a part of our Philadelphia ...

  • Balenciaga

    Sales & Client Advisor with Keys King of

    1 week ago

    Balenciaga King of Prussia, United States

    Summary · We are currently seeking a Sales & Client Advisor with Keys who will report to the Store Director. · YOUR OPPORTUNITY · The Sales & Client Advisor with Keys is to aid management in ensuring opening and closing procedures are performed correctly according to company's po ...

  • Equitable

    Senior Wealth Management Sales Advisor

    2 weeks ago

    Equitable Philadelphia, United States

    A culture of growth with a firm that supports · You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you — and help you discover what greater fulfillment you can find ...

  • ActionLink

    Sales Advisor

    1 day ago

    ActionLink Springfield, United States

    Job Description · Job DescriptionAre you an outgoing computer enthusiast that would like to share your tech passion with weekend shoppers? · If so, ActionLink wants YOU to be a part of our sales team to experience Intel and Power Success in Every Byte · We are seeking an enthusi ...

  • American Heritage Credit Union

    Member Advisor Ii

    1 week ago

    American Heritage Credit Union Philadelphia, United States

    American Heritage Credit Union, a $4.8+ billion credit union has immediate openings available in our Contact Center as a Full-Time Member Advisor II. This position provides information concerning the credit union and its services to the membership via phone and other forms of cor ...