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Retirement Planning Associate
Job in
Bala Cynwyd, Montgomery County, Pennsylvania, 19004, USA
Listed on 2026-01-02
Listing for:
Equitable Advisors
Part Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Location: Bala Cynwyd
A wealth management firm in Pennsylvania seeks a Retirement Planning Associate for their Retirement Benefits Group. This role involves client engagement, educating clients on diverse financial products, and analyzing client data to implement tailored solutions. Ideal candidates have a Bachelor's degree and a values-driven mindset, with strong communication skills. The firm promotes a flexible work schedule and offers comprehensive training and development opportunities, alongside a competitive compensation package including salary, commissions, and benefits.
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Position Requirements
10+ Years
work experience
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