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Wealth Management Associate

2 months ago

Bala Cynwyd PA USA, United States Equitable Advisors LLC Full time
About the Role

As a Financial Professional with Equitable Advisors LLC, you will have the opportunity to help individuals and families make informed financial decisions to achieve their goals and secure their financial well-being.

Key Responsibilities
  • Build and maintain relationships with clients to understand their financial needs and goals.
  • Develop and implement customized financial strategies to help clients achieve their objectives.
  • Stay up-to-date on market trends and product offerings to provide clients with the best possible solutions.
  • Collaborate with colleagues and other professionals to provide comprehensive financial services to clients.
Benefits and Compensation

As a Financial Professional with Equitable Advisors LLC, you will have access to a comprehensive benefits package, including:

  • Competitive compensation and bonuses.
  • Comprehensive health and dental coverage options.
  • 401(k) Plan with company match.
  • Employee Stock Purchase Plan (ESPP).
  • Short- and Long-Term Disability Programs.
  • Basic Group Life Insurance.
  • Transportation Reimbursement Incentive Program (TRIP).
Company Culture

Equitable Advisors LLC is committed to creating a culture that values diversity, equity, and inclusion. We believe that a diverse and inclusive workplace is essential to delivering exceptional results and building strong relationships with our clients.

Training and Support

We offer a comprehensive training program to help you develop the skills and knowledge you need to succeed as a Financial Professional. Our program includes:

  • FINRA licensing requirements.
  • State licensing needs.
  • Client relationship management.
  • Product knowledge.
  • Sales techniques.
  • Market development.
  • Role play.
  • Access to a full suite of remote-work technology solutions.