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 We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. It was founded in undefined, and is headquartered in , with a workforce of 5001-10000 employees. Its website is