Wealth Management Associate - CA, Los Angeles (5100) - Equitable Services

    Equitable Services
    Equitable Services Los Angeles

    1 week ago

    Description

    Job Description

    Wealth Management Associate role at Equitable Advisors involves building client relationships through networking events and portfolio management.

    • Client Engagement: Build and nurture client relationships through networking events and portfolio management.
    • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies.

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