Wealth Management Associate - Wellesley, MA; Portsmouth, NH; Warwick, RI (5215) jobs in United States
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Equitable ยท 1 month ago

Wealth Management Associate - Wellesley, MA; Portsmouth, NH; Warwick, RI (5215)

positionUNITED STATES-MA-Wellesley
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. The Wealth Management Associate role involves building client relationships, developing financial strategies, and providing tailored product consultations.

BankingConsultingFinancial Services

Responsibilities

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Qualification

State Life & HealthSIESeries 7Series 66Bachelor's degreeEntrepreneurial spiritValues-drivenCommunication SkillsCollaboration

Required

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

Benefits

Health, dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)

Company

Equitable

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Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
dateFounded in 1859
location
New York, New York, USA
people-size5001-10000 employees
web-link
https://equitable.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mark Pearson
CEO and President
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Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
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Recent News

PR Newswire
Guardian, Nationwide and Prudential Lead Corporate Insight's 14th Annual Life Insurance Digital Experience Awards
2026-01-16
MarketScreener
Equitable Holdings Q3 EPS misses estimates
2025-11-04
MarketScreener
Equitable Announces Acquisition of Stifel Independent Advisors
2025-10-27
Company data provided by crunchbase