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Wealth Management Associate
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Wealth Management Professional
2 months ago
At Equitable Services, we are a leading provider of wealth management solutions, dedicated to helping our clients achieve their financial goals and secure their financial well-being.
Our MissionWe are driven by our mission to provide exceptional customer service, deliver customized financial strategies, and build long-term relationships with our clients.
Our Values- Diversity and Inclusion: We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment.
- Community Engagement: We are committed to giving back to our communities through various social impact initiatives and programs.
- Professional Development: We believe in investing in our employees' growth and development, providing training and support to help them succeed in their careers.
- Work-Life Balance: We offer flexible work arrangements to enable our employees to maintain a healthy balance between their work and personal lives.
We offer a comprehensive benefits package, including health and dental coverage options, vision care coverage, 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), Short- and Long-Term Disability Programs, Basic Group Life Insurance, and Transportation Reimbursement Incentive Program (TRIP).
Our CultureWe are a dynamic and collaborative team, passionate about delivering exceptional results and making a positive impact on our clients' lives.
