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Wealth Management Associate

2 months ago

Austin, Texas, 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 experienced financial professionals to provide exceptional client service and support the development of customized financial plans.

Key Responsibilities
  • Assist in the development and implementation of financial plans for clients, including investment strategies and retirement planning.
  • Provide exceptional client service, responding to client inquiries and concerns in a timely and professional manner.
  • Support the preparation of financial reports and presentations for clients and internal stakeholders.
  • Collaborate with cross-functional teams to identify and pursue business opportunities and develop new business relationships.
  • Stay up-to-date on industry trends and developments, applying this knowledge to enhance client service and business growth.
Requirements
  • Bachelor's degree in Finance, Accounting, or a related field.
  • 1-2 years of experience in financial services or a related field.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and internal stakeholders.
  • Proficiency in financial software and systems, including Microsoft Office and financial planning tools.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health, dental, and vision coverage.
  • A 401(k) plan with company match.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.