Wealth Management Specialist

4 days ago


Wellesley, Massachusetts, United States Equitable Advisors Full time
About Equitable Advisors

We are 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 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.

Our Approach

We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Our entry-level training curriculum is designed to empower you with the skills and tools needed for success, including client relationship management, product knowledge, sales techniques, and market development.

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 Culture

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 Financial Professionals come from a variety of backgrounds and share several key traits, including demonstrated patterns of success, values-driven, entrepreneurial mindset, and a knack for networking.



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