The Wealth Management Associate is responsible for building and nurturing client relationships through networking and portfolio management. They will also develop personalized financial strategies and provide guidance on financial products tailored to client objectives. Candidates must hold a bachelor’s degree or equivalent experience and possess or be willing to obtain required FINRA licenses. Strong interpersonal skills, an entrepreneurial mindset, and authorization to work in the United States are essential.
Equitable provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
