Wealth Management Associate - Austin
1 week ago
Job summary
Wealth Management Associate Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives.Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals yet they all share several key traits demonstrated patterns of success values driven entrepreneurial mindset knack for networking possess desire shape protect future serve.
We value respect people all backgrounds focus developing diverse talent fostering inclusive work environment
Social impact community engagement prosper thru programs such as employee resource groups annual Diversity Summit Enjoy flexibility Work Life Balance enable authentic selves Training support To started Financial Professional Equitable Advisors sponsor pursuit FINRA registration requirements navigate state licensing needs entry level training empower skills tools needed success client relationship management product knowledge market development role play remote-work technology solutions upskill local national development programs joint-work opportunities hands-on experience pursuing professional designations CERTIFIED FINANCIAL PLANNER CFP Chartered Financial Consultant ChFC In partnership Columbia University offers Holistic Financial Coach certification specialized Holistic Life Planning platform Leadership Development School advance leadership try leadership opportunities Benefits compensation Comprehensive benefits package eligible individuals health dental coverage options vision care coverage 401k Plan company match Employee Stock Purchase Plan ESPP Short- Long-Term Disability Programs Basic Group Life Insurance Transportation Reimbursement Incentive Program TRIP strategy begins needs goals aspirations served deliver customer experience build long-term relationships emphasize trust guidance technology customized financial strategies clients Equal Opportunity Employers MFDV GE23Exp925 Seniority level Associate Employment type Full-time Job function StrategyPlanning Customer Service Finance Industries Financial Services
Job description
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