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Wealth Management Associate
2 months ago
Equitable Advisors is 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 ApproachWe 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 ValuesWe 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 BenefitsWe offer a comprehensive benefits package, including health insurance, a 401(k) plan with company match, and an Employee Stock Purchase Plan (ESPP). Our Financial Professionals also have access to ongoing training and development opportunities, including certification programs and leadership development.
Join Our TeamWe 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 and implement customized financial plans, and provide ongoing support and guidance to help them achieve their financial goals.
Requirements include a four-year college degree, authorization to work in the United States, and a strong desire to help others plan for and protect their financial futures. We will help you navigate obtaining the required state licenses and sponsor your pursuit of FINRA Series 7 and 66 registrations.
As a member of our team, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and advance your career in a dynamic and supportive environment.
