Top 143 Wealth manager Jobs in Bala Cynwyd, Pa

Wealth Management Associate
Equitable Advisors —Bala-Cynwyd, PA
- $27,550 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor with Training and Licensing Support
Northwestern Mutual —Jamison, PA
- $80,000 - $150,000 a year
- Online Application
- Hybrid work
- Driver's License
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Retirement Planning Associate - Retirement Benefits Group
Equitable Advisors —Bala-Cynwyd, PA
- $24,000 - $125,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Management Trainee (PA)
Bankers Life —Bensalem, PA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Entry Level – Financial Advisor
Equitable Advisors —Bala-Cynwyd, PA
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Asset & Wealth Management, Private Wealth Advisor, Associate, Philadelphia
Goldman Sachs —Philadelphia, PA
- Office
- Business development
- Analysis skills
- Disability insurance
- Health insurance
Wealth Management Associate with Leadership Ambition
Equitable Advisors —Bala-Cynwyd, PA
- Bachelor's degree
- Mentoring
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Advisor II
Tompkins Community Bank —Plymouth Meeting, PA
- $110,000 - $160,000 a year
- Full-time
- Mid-level
- Office
- Business development
Quick Apply
3d
Private Wealth Associate
AllianceBernstein —Philadelphia, PA
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
13d
Management Associate, Wealth Advisory
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Commuter assistance
- Health savings account
2027 | Americas | Philadelphia | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Philadelphia, PA
- Full-time
- Mid-level
- 2 years
6d
Investment Consultant - Wayne, PA
Charles Schwab —Wayne, PA
- $30.10 - $43.17 an hour
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
7d
Wealth Planning Associate
Brown Brothers Harriman —Philadelphia, PA
- Full-time
- 5 years
- Business development
- Senior level
Associate Equities Analyst
PNC Financial Services Group —Philadelphia, PA
- Full-time
- Writing skills
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth Advisor
Aprio —Philadelphia, PA
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Profit sharing
- Wellness program
8d
Private Wealth Management Analyst
Morgan Stanley —West Conshohocken, PA
- Full-time
- Computer literacy
- Writing skills
- Mid-level
18h
Management Associate, Portfolio Management
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Data analysis skills
- Research
- Mid-level
- Commuter assistance
- Health savings account
8d
Client Relationship Manager
Rockefeller Capital Management —Philadelphia, PA
- Full-time
- Microsoft Excel
- Writing skills
- Finance
- 401(k)
- Employee stock ownership plan
1d
VP, Financial Consultant - Ardmore, PA/ Philadelphia, PA/ Marlton, NJ
Charles Schwab —Ardmore, PA
- $75,000 - $95,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
Private Wealth Rotational Program
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Organizational skills
- Commuter assistance
- Health savings account
1d

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Wealth Management Associate

Equitable Advisors
Bala-Cynwyd, PA

Quick Apply

Job Details

Full-time
$27,550 - $125,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Teamwork
Series 66
Series 7
Bachelor's degree
Securities Industry Essentials
Relationship building
Experience practicing in the securities industry

Full Job Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance:  Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

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.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Job Type: Full-time

Pay: $27,550.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Application Question(s):

Will you now or will you in the future require employment visa sponsorship?

Experience:

Relationship building: 1 year (Required)

Ability to Commute:

Bala-Cynwyd, PA 19004 (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in bala cynwyd, pa

Wealth Management Associate

Financial Advisor with Training and Licensing Support

Retirement Planning Associate - Retirement Benefits Group

Wealth Management Trainee (PA)

Entry Level – Financial Advisor

Asset & Wealth Management, Private Wealth Advisor, Associate, Philadelphia

Wealth Management Associate with Leadership Ambition

Wealth Advisor II

Private Wealth Associate

Management Associate, Wealth Advisory

2027 | Americas | Philadelphia | Wealth Management, Private Wealth Management | New Associate

Investment Consultant - Wayne, PA

Wealth Planning Associate

Associate Equities Analyst

Wealth Advisor

Private Wealth Management Analyst

Management Associate, Portfolio Management

Client Relationship Manager

VP, Financial Consultant - Ardmore, PA/ Philadelphia, PA/ Marlton, NJ

Private Wealth Rotational Program

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