Wealth Management Associate - TX, Austin (5162)
3 weeks ago

Job Summary
Wealth management associate role at Equitable Advisors, responsible for building and nurturing client relationships through networking events and portfolio management. Requirements include a bachelor's degree or equivalent skills, state life & health licensing, SIE, Series 7, Series 66; personal attributes such as being values-driven with a track record of success and accomplishment; communication skills including excellent interpersonal and communication abilities with strong self-confidence.+
Responsibilities
- Build and nurture client relationships through networking events and portfolio management.
- Understand clients' financial objectives and risk tolerance to devise personalized strategies.
Job description
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