Wealth Management Associate

Summary: Equitable Advisors is dedicated to making a positive impact in the lives of its clients through a network of financial professionals. The Wealth Management Associate role focuses on building client relationships, developing financial strategies, and providing tailored product consultations to help clients achieve their financial goals. Responsibilities: - Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking - Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance - Discuss financial products and services tailored to clients' unique situations Required Qualifications: - Bachelor's degree or equivalent skills and work experience - State Life & Health, SIE, Series 7, Series 66 licensing - Values-driven with a track record of success and accomplishment - Excellent interpersonal and communication abilities with strong self-confidence - Entrepreneurial spirit with a desire to positively impact others' lives - Ability to work with and learn from top performers - Must be authorized to work in the United States Required Skills: State Life & Health License, SIE License, Series 7 License, Series 66 License, Financial Strategy Development, Portfolio Management, Financial Product Consultation, Self-confidence, Entrepreneurial Spirit Benefits: Health, Dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), Disability, Life Insurance, Transportation Reimbursement Incentive Program (TRIP)