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Credentialed Wealth Coach & Financial Planner
Job in
Bala Cynwyd, Montgomery County, Pennsylvania, 19004, USA
Listed on 2026-01-11
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services organization is seeking a Vice President, Credentialed Holistic Financial Coach to build client relationships and develop personalized financial strategies. The ideal candidate will have a Bachelor's degree or equivalent experience, exceptional communication skills, and a desire to positively impact others' financial wellness. This full-time position offers comprehensive training, mentorship, and diverse benefits, all within a culture committed to social impact and community engagement.
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