Producer Assistant
About The Position
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 in Bala Cynwyd, PA is seeking an Associate Financial Planner to support a collaborative team of twelve experienced Financial Advisors. This is a financial planning role designed for early to mid-career financial planning professionals who are building a long-term career in financial planning, wealth management, and advisory services. In this role, you will be a key partner to our Producer(s), helping deliver a seamless, high quality experience to our clients. You’ll serve as a primary point of contact, manage schedules and client communications, and play a critical role in preparing financial planning materials, processing account applications, and supporting investment transfers. In this position, you will gain further hands-on experience across financial planning, investments, and client service while working directly with Advisors in a fiduciary-focused advisory practice. The role offers structured mentorship, exposure to real client relationships, and opportunities for professional growth.
Requirements
- Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or a related field
- 3-5 years of experience in financial planning, investments, or individual financial services
- Active FINRA Series 7 and Series 66 (or Series 63 & 65) and ability to transfer existing registrations promptly
- Strong analytical, organizational, and problem-solving skills
- Proficiency in Microsoft Excel
- Excellent written and verbal communication skills
- Demonstrated ability to work independently within planning software and CRM system
Nice To Haves
- Life, Accident, and Health insurance license(s) or interest in obtaining
- Exposure to financial planning and/or investment platforms such as: eMoney®, Morningstar Advisor Workstation or Morningstar Direct, Asset Map®, Salesforce® or similar CRM systems
- Prior experience in financial services sales
Responsibilities
- Prepare financial analyses and assist in developing comprehensive financial plans
- Support Advisors with financial plan implementation and ongoing client reviews
- Coordinate with approved vendors for investment or research analysis as needed
- Participate in identifying planning gaps and proactive client solutions
- Take increasing ownership of financial plan preparation and client deliverables
- Assist with investment portfolio analysis, rebalancing, and administration
- Maintain accurate portfolio, account, and performance data
- Support ongoing investment monitoring and documentation
- Process client service requests and follow through to resolution
- Coordinate with internal team members to deliver a seamless client experience
- Maintain accurate and up-to-date client records in CRM and planning systems
- Serve as a key planning resource to Advisors across multiple client relationships
- Assist in improving workflows, procedures, and documentation
- Utilize financial planning and investment tools to enhance efficiency
- Contribute ideas to improve both the client and Advisor experience
Benefits
- medical
- dental
- vision
- a 401(k) plan
- paid time off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
