Wealth Management Professional

3 weeks ago


Woodbridge, New Jersey, United States Equitable Services Full time

About the Role

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

Key Responsibilities

  • Assist in developing and implementing customized financial strategies for clients
  • Provide exceptional customer service and support to clients
  • Collaborate with experienced financial professionals to deliver comprehensive financial solutions
  • Stay up-to-date on industry trends and developments to provide informed advice to clients

What We Offer

At Equitable Advisors, we are committed to providing our employees with the tools, training, and support they need to succeed in their careers. As a Wealth Management Associate, you will have access to:

  • A comprehensive training program to help you develop your skills and knowledge
  • Ongoing support and mentorship from experienced financial professionals
  • The opportunity to work with a diverse range of clients and develop your expertise in financial planning and wealth management
  • A competitive compensation and benefits package

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 and provide them with the confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our Culture

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 to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit. We also prioritize social impact and community engagement through programs such as "1,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence" providing 200 college scholarships annually.

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, Employee Stock Purchase Plan (ESPP), Short- and Long-Term Disability Programs, Basic Group Life Insurance, and Transportation Reimbursement Incentive Program (TRIP). Our compensation options are designed to provide you with the flexibility and security you need to achieve your financial goals.

Join Our Team

We are committed to building long-term relationships with our clients and delivering amazing customer experiences. If you are a motivated and detail-oriented individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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