Equitable Advisors · 14 hours ago
Wealth Management Associate
Austin, TX
Full-time
Onsite
New Grad, Entry LevelEquitable Advisors is a respected wealth management firm dedicated to helping clients secure their financial well-being. They are seeking a Wealth Management Associate to provide financial services and products that address evolving financial needs throughout clients' lifetimes.
Financial Services
Hiring Manager
Ruchir Elhence
Responsibilities
Help clients secure their financial well-being
Provide financial services and products
Participate in training and development programs
Pursue professional designations such as CFP and ChFC
Engage in community service and diversity initiatives
Advance into leadership opportunities
Qualification
Required
Demonstrated patterns of success
Values driven
Entrepreneurial mindset
Knack for networking
Desire to shape and protect their future as well as those they serve
Preferred
Recent college grads
Career crossovers
Experienced financial professionals
Pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC)
Participation in local and national development programs
Interest in management opportunities
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”)
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase