Wealth Management Associate - NY, Woodbury (2470)
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 consulting on financial products 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
Skills
- 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
- In-office presence required
Benefits
- Health
- Dental and vision
- 401(k)
- Employee Stock Purchase Plan (ESPP)
- Disability
- Life Insurance
- Transportation Reimbursement Incentive Program (TRIP)
Company Overview