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Wealth Management Associate

2 months ago

Bala Cynwyd PA USA, United States Equitable Services Full time
About Equitable Services

Equitable Services is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide personalized financial solutions and guidance to our clients, empowering them to make informed decisions about their financial futures.

Job Summary

We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a Wealth Management Associate, you will work closely with our financial professionals to provide exceptional client service, conduct financial analysis, and develop customized financial plans.

Key Responsibilities
  • Provide exceptional client service and support to financial professionals
  • Conduct financial analysis and research to identify opportunities for growth and improvement
  • Develop and implement customized financial plans for clients
  • Collaborate with cross-functional teams to achieve business objectives
  • Stay up-to-date on industry trends and developments to provide expert advice to clients
Requirements
  • Bachelor's degree in Finance, Accounting, or related field
  • 1-2 years of experience in financial services or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer
  • Competitive salary and bonus structure
  • Comprehensive benefits package, including health, dental, and vision coverage
  • 401(k) plan with company match
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment
About Us

Equitable Services is an equal opportunity employer committed to diversity and inclusion. We are proud to offer a workplace that values and respects individuals from all backgrounds and perspectives.