Wealth Management Associate

3 weeks ago


Colorado Springs, Colorado, United States Equitable Advisors Full time
About Equitable Advisors

Equitable Advisors is a leading wealth management firm dedicated to helping clients achieve their financial goals. Our team of experienced professionals provides personalized financial guidance and support to individuals and businesses.

Our Mission

We strive to deliver exceptional customer experiences by building long-term relationships based on trust, guidance, and technology. Our goal is to provide customized financial strategies that meet the unique needs and aspirations of our clients.

Our Values

We value diversity, equity, and inclusion, and we are committed to fostering a culture of respect and inclusivity. We believe in the importance of social impact and community engagement, and we are proud to support initiatives that promote financial literacy and education.

Our Benefits

We offer a comprehensive benefits package, including medical insurance, a 401(k) plan with company match, and an employee stock purchase plan. We also provide opportunities for professional development and growth, including training and support for obtaining professional designations.

Requirements
  • Authorized to work in the United States
  • Four-year college degree preferred but not required
  • Results-driven, highly motivated, and self-starter with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures
  • Team player with excellent interpersonal skills and communication abilities
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Compensation and Benefits

Entry-level Financial Professionals start out in our Preliminary Employment Program (PEP) and have the potential to receive a sign-on payment ranging from $250 to $1,000. During PEP, you will also have the opportunity to earn 100 percent of the commissions generated by you in accordance with the Company's commission schedules. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and participate in a variety of comprehensive benefit plans, including health insurance, a 401(k) plan, and an employee stock purchase plan.


  • Senior Wealth Advisor

    3 weeks ago


    Colorado Springs, Colorado, United States Nilsine Partners Full time

    Job Title: Senior Wealth AdvisorAt Nilsine Partners, we are seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will play a key role in delivering exceptional client experiences and providing expert financial guidance to our clients.Key Responsibilities:Support existing primary Advisor/Managing...

  • Trust Officer

    4 days ago


    Glenwood Springs, Colorado, United States Alpine Banks of Colorado Full time

    Job Title: Trust OfficerAlpine Bank Wealth Management is seeking a skilled Trust Officer to manage and grow our trust and investment management business in Colorado.Key Responsibilities:Manage a portfolio of existing trust and investment management accounts.Develop and implement marketing and outreach plans in collaboration with retail bank...


  • Colorado Springs, Colorado, United States Pogue Region - Modern Woodmen of America Full time

    Job OpportunityWe are seeking a highly skilled and experienced Managing Partner to lead our team of financial representatives in the Pogue Region of Modern Woodmen of America. As a key member of our leadership team, you will be responsible for driving the growth of our local office, recruiting and developing financial representatives, and exemplifying...

  • Property Manager

    3 weeks ago


    Colorado Springs, Colorado, United States Apartment Management Consultants Full time

    Job Title: Property ManagerWe are seeking a highly skilled Property Manager to join our team at Apartment Management Consultants. As a Property Manager, you will be responsible for overseeing the daily operations of our properties, ensuring that they are run efficiently and effectively.Key Responsibilities:Manage the day-to-day operations of the property,...


  • Colorado Springs, Colorado, United States ConAm Management Corporation Full time

    Job OpportunityWe are seeking a highly skilled and experienced Community Manager to join our team at a conventional property in Colorado Springs, CO.About UsCONAM Management Corporation is a leading provider of property management services, with a reputation for excellence and high ethical standards. We have been in the business for over 40 years and have a...


  • Colorado Springs, Colorado, United States Spartan Management Group Full time

    HVAC Manager Job DescriptionAmerican Electrician, a reputable company with over 30 years of experience in Colorado Springs, is seeking an experienced HVAC Manager to oversee a team of HVAC Technicians and Installers. This is a fantastic opportunity to work with a fast-growing business that values its team members.Key Responsibilities:Lead a team of HVAC...


  • Colorado Springs, Colorado, United States El Paso County, CO Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Case Manager/Associate Case Manager to join our team at El Paso County. As a Case Manager/Associate Case Manager, you will play a vital role in helping families achieve stability and self-sufficiency. Your primary responsibility will be to work with families to assess their needs and provide...


  • Colorado Springs, Colorado, United States Spartan Management Group Full time

    About the RoleWe are seeking an experienced HVAC Manager to oversee our team of HVAC Technicians and Installers. As a key member of our team, you will be responsible for ensuring the efficient operation of our heating and cooling systems.Key ResponsibilitiesManage a team of HVAC Technicians and InstallersOversee the installation, maintenance, and repair of...


  • Colorado Springs, Colorado, United States Information Management Group Full time

    Job SummaryWe are seeking a highly skilled Configuration Management Network Specialist to join our team at Information Management Group. As a key member of our engineering organization, you will play a critical role in supporting the deployment of new technologies and ensuring the integrity of our network infrastructure.Key ResponsibilitiesSupport the...


  • Colorado Springs, Colorado, United States Spartan Management Group Full time

    Job Opportunity: HVAC ManagerAmerican Electrician, a reputable company with over 30 years of experience in Colorado Springs, is seeking a skilled HVAC Manager to lead our team. This is a fantastic opportunity to join a rapidly growing business where every team member is valued.The successful candidate will oversee a team of HVAC Technicians and Installers,...


  • Colorado Springs, Colorado, United States El Paso County, CO Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Associate Case Manager to join our Workforce Development team. As a key member of our team, you will play a vital role in helping families achieve stability and self-sufficiency.Key ResponsibilitiesConduct interviews with applicants and clients to assess eligibility and provide resources to...


  • Colorado Springs, Colorado, United States El Paso County, CO Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Case Manager/Associate Case Manager to join our team at El Paso County. As a key member of our workforce development team, you will play a vital role in helping families achieve greater stability and self-sufficiency.Key ResponsibilitiesConduct interviews with applicants/clients to assess their...


  • Colorado Springs, Colorado, United States Progressive Retail Management Inc Full time

    Job Title: Sales Associate Part Time CSJob Summary:We are seeking a highly motivated and customer-focused Sales Associate to join our team at Romantix. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and achieving sales goals.Key Responsibilities:Greet and assist...


  • Colorado Springs, Colorado, United States Progressive Retail Management Inc Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Romantix in Colorado Springs, CO. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and achieving sales goals.Key ResponsibilitiesGreet and assist customers in a...


  • Colorado Springs, Colorado, United States UCHealth Full time

    Job SummaryWe are seeking a highly skilled and experienced Associate Nurse Manager to join our Renal Medicine Unit team at UCHealth. As a key member of our leadership team, you will be responsible for providing leadership and guidance to our nursing staff, ensuring the delivery of high-quality patient care and promoting a positive work environment.Key...

  • Project Manager

    4 days ago


    Colorado Springs, Colorado, United States Entegris Full time

    Job Title: Project ManagerWe are seeking a highly skilled and experienced Project Manager to join our team at Entegris. As a Project Manager, you will be responsible for overseeing multiple projects driving profitable growth in our Advanced Materials Handling Division.About the Role:This is a challenging and rewarding opportunity for a motivated and...


  • Colorado Springs, Colorado, United States UCHealth Full time

    Job SummaryWe are seeking a highly skilled and experienced Nurse Manager Associate to join our Renal Medicine Unit team at UCHealth. As a key member of our leadership team, you will be responsible for providing leadership and guidance to our nursing staff, ensuring the delivery of high-quality patient care and promoting a positive work environment.Key...


  • Colorado Springs, Colorado, United States Community Economic Defense Project Full time

    About the Community Economic Defense ProjectWe are a Colorado-based nonprofit organization dedicated to building economic and racial equity. Our mission is to confront economic abuse and invest in community wealth by using legal, economic, and advocacy tools to challenge and dismantle unjust systems.Our OrganizationThe Community Economic Defense Project was...


  • Colorado Springs, Colorado, United States CarMax Full time

    {"title": "Sales Consultant", "description": "Unlock Your Potential as a Sales Consultant at CarMaxAt CarMax, we're on a mission to deliver an iconic customer experience. As a Sales Consultant, you'll play a vital role in helping customers find the perfect vehicle, not just the most expensive one. We're looking for talented individuals who can build...


  • Colorado Springs, Colorado, United States UCHealth Full time

    Job SummaryWe are seeking a highly skilled and experienced Associate Nurse Manager to join our Renal Medicine Unit team at UCHealth. As a key member of our leadership team, you will be responsible for providing leadership and guidance to our nursing staff, ensuring the delivery of high-quality patient care and promoting a positive work environment.Key...