Producer Assistant

About the Role

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.

What You'll Be Doing

Financial Planning & Analysis

• 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

Portfolio and Investment Support

• Assist with investment portfolio analysis, rebalancing, and administration

• Maintain accurate portfolio, account, and performance data

• Support ongoing investment monitoring and documentation

Client and Advisor Support

• 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

Process Improvement and Technology

• 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

The base salary range for this position is $35,000 - $45,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please refer to the link below.

Equitable Pay and Benefits : Equitable Total Rewards Program