Wealth Management Associate
Equitable Advisors is a respected wealth management firm dedicated to helping clients secure their financial well-being. The Wealth Management Associate role involves developing client relationships and providing financial services that address evolving financial needs. Responsibilities Help clients secure their financial well-being by providing confidence to pursue long and fulfilling lives Develop markets and sustain long-term relationships Participate in local and national development programs as well as joint-work opportunities for hands-on experience Encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC) Participate in management opportunities for those wanting to advance into leadership Skills Applicants must be authorized to work in the United States A four-year college degree is preferred but not required We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships A four-year college degree is preferred but not required Benefits Medical insurance through our company-sponsored Health Plan at your sole expense Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)) 401(k) Plan with company match Employee Stock Purchase Plan (ESPP) Short- and Long-Term Disability Programs Basic Group Life Insurance Transportation Reimbursement Incentive Program (“TRIP”) Company Overview We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. It was founded in undefined, and is headquartered in , with a workforce of 5001-10000 employees. Its website is