Wealth Management Associate

1 week ago

Morristown NJ USA, United States Equitable Services Full time
About Equitable Advisors

We are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.

Our Values
  • We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment.
  • We thrive on opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.
  • We prosper through our programs such as "1,000 Hours of Giving Back" and "Equitable Excellence", providing 200 college scholarships annually.
  • We prioritize Work Life Balance, enabling us to identify with our authentic selves.
Training and Support

To get started as a Financial Professional, we will sponsor your pursuit of the FINRA licensing requirements and help you navigate state licensing needs.

Our entry-level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play, and access to a full suite of remote-work technology solutions.

We encourage pursuit of professional designations, including CERTIFIED FINANCIAL PLANNERTM (CFP) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, we offer a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

Benefits and Compensation

We offer compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program ("TRIP").

We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

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