Wealth Management Associate - NC, Raleigh (5128)

Equitable • Raleigh, NC

149d

About The Position

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Requirements

• Demonstrated patterns of success.
• Values driven with an entrepreneurial mindset.
• Ability to network effectively.
• Desire to shape and protect the future of clients.

Nice To Haves

• Experience in financial services.
• Professional designations such as CFP® or ChFC.
• Interest in leadership development.

Responsibilities

• Help clients secure their financial well-being.
• Provide financial services and products that address evolving financial needs.
• Participate in training and development programs.
• Pursue FINRA licensing requirements.
• Engage in client relationship management and market development.

Benefits

• Health and dental coverage options.
• Vision care coverage.
• 401(k) Plan with company match.
• Employee Stock Purchase Plan (ESPP).
• Short- and Long-Term Disability Programs.
• Basic Group Life Insurance.
• Transportation Reimbursement Incentive Program (TRIP).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree