Wealth Management Professional

7 days ago


Bala Cynwyd PA USA, United States Equitable Services Full time

About the Role

We are seeking a talented Wealth Management Associate to join our team at Equitable Advisors. As a Wealth Management Associate, you will play a key role in helping our clients achieve their financial goals and secure their financial well-being.

About Us

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 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.

Benefits and Compensation

We offer a comprehensive benefits package for eligible individuals, including health and dental coverage options, vision care coverage, 401(k) Plan with company match, and more. Our compensation options are designed to provide you with the flexibility and security you need to succeed.

Training and Support

We are committed to helping you succeed in your role as a Wealth Management Associate. Our entry-level training curriculum is designed to empower you with the skills and tools needed for success, including client relationship management, product knowledge, and market development.

Qualifications

To be considered for this role, you will need to have a strong passion for helping others and a desire to learn and grow in your career. You will also need to have excellent communication and interpersonal skills, as well as the ability to work effectively in a team environment.



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