Future Advisor Training Program

Future Advisor Training Program

Primary Location : UNITED STATES-PA-Bala Cynwyd

Organization : Equitable

Schedule : Part-time

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

What You'll Be Doing

In this training program, participants will be offered the opportunity to learn about the financial services industry from the expertise of a Financial Professional who focuses on Wealth Management, Financial Protection products and strategies, and Estate Planning strategies. Participants will have the opportunity to be involved in a variety of activities:

• Learning how to prepare for meetings with clients and prospective clients
• Learning the importance of, and how to prepare, presentations to clients and prospective clients
• Learning how to research client portfolios and the importance of such research in the role of a Financial Professionals
• Attending in-house training sessions regarding issues relevant to the industry, including compliance rules and regulations and product training
• Observing sales techniques to learn effective presentation skills

Participants will also be provided training to enhance their learning experience, leveraging a combination of ‘self-paced’, virtual, and branch training in the following categories:

• Selling Skills
• Market Development
• Product Knowledge
• Practice Management

Program details

• Rate - $22/hr
• Hours - up to 20 hours/week
• Location - Onsite (Mon-Fri) - 1 Belmont Avenue, Suite 1100, Bala Cynwyd, PA 19004
• Duration - 8 weeks

What You'll Bring

• College students entering Junior or Senior year
• Ability to work up to 20 hours per week for a maximum of 8 weeks
• Business/Finance major or equivalent, as determined by the Executive Vice President in his/her sole discretion
• 3.0 or higher grade point average
• Desire to be in financial sales
• Actively involved in local community and exhibits leadership skills (e.g. fraternity/sorority involvement, sports teams, community service, campus clubs, associations, etc.)
• Must be driven, have an entrepreneurial spirit and be results-oriented
• Excellent oral and written communication skills

ABOUT EQUITABLE

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.


We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.


We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.


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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.


NOTE: Equitable participates in the E-Verify program.


If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected].