Wealth Management Associate

4 weeks 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. Our mission is 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, addressing the evolving financial needs of our clients throughout their lifetime. Our team of experienced financial professionals is dedicated to delivering exceptional customer service and building long-term relationships based on trust, guidance, and technology.

Our Culture

We value diversity, equity, and inclusion, fostering an inclusive work environment that encourages collaboration and innovation. Our employees are passionate about making a positive impact on the futures of individuals and businesses, and we offer a range of programs and initiatives to support their growth and development.

Benefits and Opportunities

We offer a comprehensive benefits package, including medical insurance, a 401(k) plan with company match, and opportunities for professional development and advancement. Our entry-level training program is designed to empower new hires with the skills and tools needed for success, and we offer a range of continuing education opportunities to help our financial professionals stay up-to-date with industry developments.

Requirements

To be considered for this role, you must be authorized to work in the United States and have a strong work ethic, integrity, and a 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.



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