Wealth Management Associate
$24,000 - $24,000/Yr
Equitable - Williamsville, NY
posted 2 months ago
Full-time - Entry Level
Williamsville, NY
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
The Wealth Management Associate position at Equitable Advisors is designed for individuals looking to start a career in financial services. This role focuses on helping clients secure their financial well-being through personalized financial strategies and products. Associates will receive comprehensive training and support to develop their skills in client relationship management, sales techniques, and market development, with opportunities for professional growth and advancement within the company.
Responsibilities
- Assist clients in developing financial strategies to meet their goals.
- Build and maintain long-term relationships with clients.
- Participate in training programs to enhance financial knowledge and sales skills.
- Engage in networking activities to develop new client relationships.
- Work collaboratively with team members to achieve sales targets.
Requirements
- Must be authorized to work in the United States.
- A four-year college degree is preferred but not required.
- Possess a valid Series 7 license or willingness to obtain it.
- Demonstrated integrity and a strong work ethic.
- Excellent interpersonal and communication skills.
Nice-to-haves
- Experience in sales or customer service roles.
- Previous experience in financial services or related fields.
Benefits
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee stock purchase plan
- Health insurance
- Life insurance
- Vision insurance
