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Wealth Management Associate

2 months ago

Toms River, New Jersey, United States Equitable Services Full time
Join Our Team as a Wealth Management Associate

We are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in helping individuals and organizations achieve their financial goals.

About the Role

As a Wealth Management Associate, you will be responsible for providing financial products and services to our clients, including education and guidance on retirement planning, investment management, and wealth accumulation. You will work closely with our team of experienced financial professionals to develop and implement customized financial plans that meet the unique needs of our clients.

Key Responsibilities
  • Provide financial products and services to clients, including retirement planning, investment management, and wealth accumulation
  • Develop and implement customized financial plans for clients
  • Work closely with our team of experienced financial professionals to deliver exceptional client service
  • Stay up-to-date on industry trends and developments to provide the best possible advice to clients
Requirements

To be successful in this role, you will need to have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills. You will also need to be able to work independently and as part of a team, with a high degree of self-motivation and a strong work ethic.

What We Offer

We offer a competitive compensation package, including base pay, commissions, and benefits. We also provide personalized and comprehensive training and support to help you succeed in your role. Our team is committed to helping you achieve your career goals and providing a supportive and inclusive work environment.

We are an Equal Opportunity Employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.