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Wealth Management Associate
2 months ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.
Our ApproachWe take a holistic approach to financial planning, focusing on the evolving financial needs of our clients throughout their lifetime. Our team of experienced financial professionals is dedicated to delivering customized financial strategies that address the unique goals and aspirations of each client.
Our ValuesWe value and respect people of all backgrounds, focusing on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive through opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.
Our BenefitsWe offer a comprehensive benefits package, including medical insurance, a 401(k) plan with company match, and an Employee Stock Purchase Plan (ESPP). Our Financial Professionals also have access to ongoing training and development programs, including certification opportunities and leadership development.
Join Our TeamWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team. As a Wealth Management Associate, you will have the opportunity to work with a diverse range of clients, developing customized financial strategies and delivering exceptional customer service.
Responsibilities include:
- Developing and maintaining client relationships
- Conducting financial needs assessments and creating personalized financial plans
- Providing ongoing financial guidance and support to clients
- Staying up-to-date on industry trends and developments
Requirements include:
- A four-year college degree (preferred but not required)
- Ability to obtain state licenses and pass the SIE exam
- Results-driven and highly motivated individual with excellent communication skills
- Ability to work in a fast-paced environment and meet deadlines
We offer a competitive compensation package, including a base salary and commission structure. Our Financial Professionals also have access to ongoing training and development programs, including certification opportunities and leadership development.
