Financial Professional

Date Posted
Close Date
Financial Services
Bala Cynwyd, PA
Job Type

Equitable Advisors

Jason Ocoma
Financial Advisor



Equitable Advisors, a provider of investment and insurance strategies, can
help people define and pursue their life, retirement and estate planning
strategy goals. Our vision, resources, fundamental belief in training, and
the importance of trusted financial professional relationships help our
clients understand that we strive to be the leading choice for people who
seek an experienced financial professional. This remains true for our
financial professionals, who can be rewarded personally, professionally and


Our strategy begins and ends with our customers’ needs, goals and
aspirations. We seek to provide long-term relationships and emphasize
guidance, technology and performance to deliver customized strategies to
consumers. Our thinking is vast, yet our customer-centric focus demands that
we seek to meet individual needs on a one-on-one basis.


The people who join us come from a wide variety of backgrounds, yet they
share several important traits. They’re goal oriented, results-driven
professionals who possess an entrepreneurial spirit and a passion for
winning. They have demonstrated patterns of success and desire an opportunity
for high income potential. Many of our candidates are well known in their
communities - in financial, civic and educational circles or through
professional and social organizations. Although not a necessity, many possess
a “natural market” of friends, family members and professional contacts
who may very well be in need of professional financial guidance. A
significant number of our financial professionals have attained one or more
coveted professional designations, such as CERTIFIED FINANCIAL PLANNER™
professional or Chartered Financial Consultant. Some even have a background
or training in the fields of law or accounting. Join Equitable Advisors and
you could be working side by side with some of the leading minds in the


At Equitable Advisors, we consider extensive, lifelong training to be one of
our key competitive advantages. We’re committed to acquiring and leveraging
every bit of intelligence available to grow the company. New Financial
Professionals focus on the core competencies needed to learn the various
aspects of the profession, while more experienced professionals enhance their
knowledge and skills and pursue professional designations including CERTIFIED
FINANCIAL PLANNER™ professional (CFP®) and Chartered Financial Consultant

Certified Financial Planner Board of Standards, Inc. owns the certification
marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to
individuals who successfully complete initial and ongoing certification


Let’s face it. You can’t attract quality people with a second-best
compensation package. As an Equitable Advisors Financial Professional,
you’ll have operational flexibility while being backed by the vast
resources and marketing experience of one of the world’s premier financial
service organizations. If selected, you’ll have access to a competitive
compensation package that consists of a base pay or full commission model,
financial planning fees (upon meeting proper registration/credentialing
requirements) and a potential bonus for eligible individuals. You will also
benefit from an excellent comprehensive benefits package for eligible
individuals (certain age and service requirements may apply): health and
dental coverage options, vision care coverage, stock purchase program,
pension and 401(k) (including company-paid profit sharing feature) plan,
short-term and, later, long-term disability income insurance coverage
options, group term life and optional group universal life insurance


To qualify, you should preferably have a college degree and a personal
history of success. You should be a self-starter, possess unequivocal honesty
and integrity and be highly motivated in helping others achieve financial
independence. Strong interpersonal and communication skills and FINRA Series
7 and 63 registrations are preferred. A background in law, accounting,
banking, brokerage or executive management will be particularly useful. An
advanced degree or designation (MBA, JD, CFP®, CPA, ChFC) is a plus.

At Equitable Advisors, we consider ourselves challengers, dreamers and
go-getters. With a rich history, our commitment to helping people pursue
what’s possible has never been stronger. Together, we guide clients forward
with courage, strength and wisdom – and support them in making the choices
that lead to a fulfilled life – with our financial professionals as the
cornerstone of our success.  Apply now for immediate consideration.

Seek a greater challenge and be life confident.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600),
member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment
advisory products and services offered through Equitable Advisors, LLC, an
SEC-registered investment advisor. Annuity and insurance products offered
through Equitable Network, LLC.  Equitable Advisors is an Equal Opportunity
Employer M/F/D/V. GE-3205121 (08/20) (Exp. 08/22)

How to Apply

Please email your resume and contact information to if you are interested in applying.

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