Wealth Management Associate

1 week ago


Cleveland, United States Equitable Holdings Full time

Equitable Advisors, The Opportunity for Women

The Financial Professional (FP) career is a relationship-driven role that provides the opportunity to help individuals and families make financial decisions towards living a fulfilled life. Equitable Advisors believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to your community.

Flexibility & Control

·    Create your own schedule and balance the demands of personal and professional life

·    Control how you build your business and the clientele you serve

·    Women centric benefits: parental bonding leave for benefits eligible FPs, Family support benefits including adoption, back-up care, dependent tutoring services, paid caregiver leave

Culture

·    DEI Initiatives: gender equal world, women’s breakout session at annual Diversity Summit

·    Women’s Network Employee Resource Group: women’s mentoring, career excellence, personal wellness, giving back 1,000 hours to the community

·    Women in leadership roles: Complex president, branch manager, district managers, national honor guard president

 

Impact

·       Women managed wealth is growing 1 ½ times faster than other wealth.1

·       Women now control more than 50% of personal wealth in the United States.1

·       70% of women prefer to work with a female financial professional.2

·       Women will control more than $30 trillion in U.S. financial assets by 2030.3



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