Equitable Advisors · 2 hours ago
Wealth Management Associate
Dayton Metropolitan Area
Full-time
Onsite
New Grad, Entry LevelEquitable Advisors is a leader in the wealth management industry, dedicated to making a positive impact in people's lives. The Wealth Management Associate role involves client engagement, educating clients on financial products, and ensuring the implementation of appropriate services while offering a flexible work-life balance.
Financial Services
Hiring Manager
Abigail Robinson
Responsibilities
Cultivate and expand your network within established markets
Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Flexible schedule to maximize productivity and personal time
Qualification
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
Comprehensive benefits programs for eligible financial professionals including health, dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
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
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase