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Investment & Wealth: Accounts Specialist

Job in Bala Cynwyd, Montgomery County, Pennsylvania, 19004, USA
Listing for: Franklin Group Financial Services
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Banking & Finance
Salary/Wage Range or Industry Benchmark: 50000 - 75000 USD Yearly USD 50000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Investment & Wealth: New Accounts Specialist
Location: Bala Cynwyd

Franklin Group Financial Services in Bala Cynwyd, PA is seeking an experienced New Business Specialist to support our investment and wealth management practice. You will work directly with advisors and clients to deliver exceptional service and operational excellence.

The role emphasizes account openings, underwriting support for insurance, and collaborative teamwork in a trusted firm affiliated with Equitable.

We are currently recruiting a Investment & Wealth:
New Accounts Specialist for our team in Bala Cynwyd, PA, United States.

The following position is for a Investment & Wealth:
New Accounts Specialist with Franklin Group Financial Services.

Our team is growing, and we are hiring a Investment & Wealth:
New Accounts Specialist in Bala Cynwyd, PA, United States.

This position is for the Investment & Wealth:
New Accounts Specialist role at Franklin Group Financial Services.

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