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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.
Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a Wealth Management Associate, you will play a key role in providing exceptional client service, building relationships, and delivering customized financial solutions to our clients.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored financial solutions to meet their needs.
- Financial Planning: Assist clients in creating comprehensive financial plans, including investment strategies, retirement planning, and estate planning.
- Product Knowledge: Stay up-to-date on our range of financial products and services, including investment options, insurance solutions, and retirement plans.
- Market Development: Identify new business opportunities and develop strategies to grow our client base.
- Training and Support: Participate in ongoing training and development programs to enhance your skills and knowledge, and receive support from our experienced team of financial professionals.
- Competitive Compensation: Enjoy a competitive salary and bonus structure, as well as opportunities for career advancement.
- Comprehensive Benefits: Receive a range of benefits, including health and dental coverage, vision care, 401(k) plan with company match, and more.
- Professional Development: Take advantage of ongoing training and development programs to enhance your skills and knowledge.
- Collaborative Team Environment: Join a dynamic and supportive team of financial professionals who are passionate about delivering exceptional client service.
- FINRA Licensing: Pursue and maintain FINRA licensing requirements, as well as state licensing needs.
- Education: Bachelor's degree in a related field, such as finance, business, or economics.
- Experience: 0-2 years of experience in a related field, such as financial services, sales, or customer service.
At Equitable Services, we are committed to delivering exceptional client service and building long-term relationships with our clients. We offer a dynamic and supportive work environment, competitive compensation, and opportunities for career advancement. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
