Equitable Advisors · 1 day ago
Holistic Wealth Management Associate
Miami-FTL Area
Full-time
Onsite
New Grad, Entry LevelEquitable Advisors is a company focused on helping individuals and families make informed financial decisions. The Holistic Wealth Management Associate role involves building client relationships and providing personalized financial coaching to guide clients towards fulfilling their financial aspirations.
Financial Services
Hiring Manager
Harris G. Mandler, CFP®, CLU
Qualification
Required
Ability to help individuals and families make financial decisions
Teamwork and collaboration skills
Flexibility and work-life balance
Mindset and awareness of unique abilities to serve others
Desire to maintain a healthy lifestyle
Pursuit of FINRA licensing requirements
Ability to navigate state licensing needs
Skills in client relationship management
Product knowledge
Market development skills
Participation in local and national development programs
Manager approval for the Holistic Financial Coach Program
Additional training time and cost for the Holistic Financial Coach Program
Benefits
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
Transportation Reimbursement Incentive Program (“TRIP”)
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
H1B Sponsorship
Equitable Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase