Wealth Management Associate - NC, Raleigh (5128)

About the role

Equitable Advisors is a respected wealth management firm dedicated to helping clients secure their financial well-being and shaping their futures. Our team includes professionals from various backgrounds who share key traits such as demonstrated success, a values-driven approach, an entrepreneurial mindset, strong networking skills, and a desire to build and protect their future.

Responsibilities

• Provide financial advice and services tailored to individual and business needs.
• Manage client relationships effectively, ensuring satisfaction and trust.
• Stay updated on financial trends and products to offer the best solutions.
• Participate in professional development programs to enhance skills and career growth.
• Contribute to social impact initiatives through programs like "1,000 Hours of Giving Back" and scholarship programs.

Requirements

• Pass FINRA licensing requirements and state licensing if applicable.
• Have a bachelor's degree or equivalent experience.
• Be committed to continuous learning and professional designation.

Qualifications

• Diverse background and experience in finance or related fields.
• Strong interpersonal and communication skills.
• Ability to manage time effectively and prioritize tasks.

Skills

• Client relationship management.
• Product knowledge and market development.
• Effective problem-solving and decision-making skills.
• Proficiency in using remote-work technology solutions.

Benefits

• Comprehensive benefits package including health, dental, vision, 401(k) with company match, ESPP, disability, life insurance, and transportation reimbursement.
• Flexible work-life balance options.
• Training and support provided to help achieve career goals.
• Opportunities for professional designations and leadership roles.

Pay

Compensation options are competitive and customizable.

Schedule

Flexible work schedule to accommodate personal and professional commitments.

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”).

Geographic Information

Primary Location: UNITED STATES-NC-Raleigh

Contact Information

Phone: 212-314-4600