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Equitable · 2 months ago

Wealth Management Associate - Career Transition Opportunity - FL (Tampa, Orlando, Miami) Puerto Rico (5068)

UNITED STATES-FL-Orlando

Full-time

Onsite

New Grad, Entry Level

Equitable Advisors is inviting experienced professionals to explore a career in wealth management. The role involves building client relationships, educating clients on financial products, and collaborating with senior advisors to deliver financial solutions.

BankingConsultingFinancial Services

Responsibilities

Build and manage relationships with clients to understand their financial goals and needs

Educate clients on financial products and services

Collaborate with senior advisors to deliver financial solutions

Stay current on market trends, financial regulations, and product offerings

Participate in ongoing training and certification programs

Qualification

Client relationship managementFinancial analysisStrategic planningComplianceTrust managementNegotiationEntrepreneurial spiritClient retention strategiesInterpersonal skillsCommunication skillsSelf-motivatedGrowth mindsetRelationship building