New Business Specialist -

Investment & Wealth Management Location :

Bala Cynwyd, PA (In-office preferred)

Job Type :

Full-time About the Role Are you the kind of person who thrives on details, takes pride in client service, and enjoys being the trusted "go-to" for advisors and clients? If that's you, you'll love this opportunity. We're seeking an experienced New Business Specialist to support our growing investment and wealth management business. You'll work directly with advisors and clients to deliver exceptional service and operational excellence. Who This Opportunity Appeals To This role will resonate with experienced operational professionals who may currently be: Working in a large, impersonal firm, Reporting to a leader who micromanages, Supporting advisors who don't appreciate your contribution, or Feeling underutilized and ready to do more meaningful work What You'll Do Manage the new account opening process for investment accounts and annuities Handle the processing, tracking, and underwriting support for new insurance and disability policies Communicate confidently with clients and advisors-always professional and pleasant Collaborate with advisors and team members to ensure client satisfaction Maintain strict confidentiality and discretion in all interactions Solve problems efficiently to keep processes moving Grow your skills in other operational areas, including client service Who You Are You are customer-oriented and love exceeding expectations You build rapport easily over phone, email, and in person You are persistent and follow through until the job is done right You stay organized and keep things running smoothly You take satisfaction in helping others and supporting team success You thrive in a collaborative, professional environment If these statements describe you, you will be successful in this role and should apply. What You'll Bring 3-5+ years of experience in financial services or insurance operations (advisor/producer support preferred) Proven ability to work independently and proactively Proficiency with Salesforce and AdobeSign (or similar platforms), LPL ClientWorks, a plus FINRA Series 7, a plus Life, Accident, and Health licenses, a plus Strong references Ability to pass a comprehensive background check Why You'll Love Working Here Recognized, growing investment and wealth management firm Smaller, entrepreneurial environment where your work truly matters Team-based culture with competent, respectful coworkers Aligned with Equitable, a Fortune 500 company with a 160-year history Support for your professional growth and development Compensation & Benefits Competitive salary tied to experience ($50k-$75k) 401(k) with company match Medical, Dental, and Vision Insurance Basic Life and Personal Accident Insurance Short- and Long-Term Disability Insurance About Franklin Group Financial Services We're a trusted investment and wealth management firm known for Innovation, Competence, Value, and Trust. Through our Equitable affiliation, we combine the personalized service of a boutique firm with the strength and stability of a Fortune 500 organization. How to Apply Email your resume to natalie.haller@equitable.com . Please include a brief cover letter explaining why you're the right fit for this role.

Pay:

$50,000.00 - $75,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person