Wealth Management Associate

About: 

At Equitable, we're on a mission to help people build fulfilling futures. As one of America’s leading financial services companies, we are individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That's the power of our Equitable community! We embrace the diversity of our teams by continuously investing in them while working to be a force for good in the local community.

Our Financial Professionals are committed to building strong relationships, and meeting clients where they are with advice and strategies tailored to meet their needs and vision for the future. Along with the strength and innovation of Equitable, our Financial Professionals work together with our clients to develop and implement financial strategies unique to them and their life. As one Equitable team we are committed to helping our clients pursue what’s possible.   

Are you looking for a career with impact? Do you have experience in the financial services industry and are looking for an opportunity for advancement and mentorship? If you are currently in the financial services industry and seeking to be part of a growing team, along with mentorship, coaching and career growth opportunities, this is the opportunity for you! The right person possesses an unwavering commitment to building strong relationships with our clients and helping them pursue their unique goals by partnering with our local Financial Professionals to provide service support for our clients within a team environment. The right person will also possess a growth mindset with a desire to advance their career into a team leader or consulting role in the future. 

Responsibilities:

·        Client relationship management

• Manage client service requests, account maintenance and recordkeeping
• Client communication and interaction- email, phone, mail and in person
• Scheduling client meeting
• Draft reports, illustrations, and other client related documents
• Proactive client contact
• Meeting preparation and coordination
• Marketing for client seminars, client appreciation events
• Team collaboration on daily, weekly, and quarterly tasks
• Calendar management for specific team members
• New client onboarding
• New business processing to a high degree of accuracy
• Compliance- follow policies and procedures
• Technology-Microsoft Excel and Word, Salesforce, E-Money
• Learn and operate a variety of other systems for Investments and Financial Planning

Requirements:

·        Experience and knowledge of the financial services industry

·        Dependable, organized with the ability to multi-task while prioritizing projects

·        Positive and friendly with strong customer engagement skills

·        Flexibility to pivot priorities or schedules throughout the day

·        Proactive problem solver with critical thinking skills

·        Excellent written and verbal communication skills

·        Microsoft Excel and Word proficiency

Preferred:

·        FINRA SIE, Series 7 and 66

Benefits:

·        Competitive comp package

·        Bonus opportunity