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Wealth Management Associate

2 months ago

Folsom, California, United States Equitable Services Full time
About Equitable Advisors

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

Our Approach

We take a holistic approach to financial planning, focusing on the unique needs and goals of each client. Our team of experienced financial professionals works closely with clients to develop customized financial strategies that address their evolving financial needs throughout their lifetime.

Our Values

We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.

Our Benefits

We offer a comprehensive benefits package, including medical insurance, 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).

Our Culture

We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology. Our team is passionate about making a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs.

Join Our Team

We are seeking a highly motivated and results-driven Wealth Management Associate to join our team. As a Wealth Management Associate, you will work closely with clients to develop customized financial strategies and provide exceptional customer service.

Responsibilities include:

  • Developing and maintaining client relationships
  • Providing financial planning and investment advice
  • Identifying and pursuing new business opportunities
  • Collaborating with internal teams to deliver exceptional customer service

Requirements include:

  • Authorized to work in the United States
  • Four-year college degree (preferred but not required)
  • Ability to obtain required state licenses and pass the SIE exam
  • Results-driven, highly motivated, and self-starter with integrity and a strong work ethic
  • Excellent interpersonal skills and communication abilities

We offer a competitive compensation package, including a base salary, commissions, and bonuses. If you are a motivated and results-driven individual who is passionate about making a positive impact on the futures of individuals and businesses, we encourage you to apply.