Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Associate

Equitable Advisors LLC

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. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. 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 and possess a desire to shape and protect their future as well as those they serve. We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves Training and support Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Requirements Applicants must be authorized to work in the United States A four-year college degree is preferred but not required We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek. Commissions and Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like \"1,000 Hours of Giving Back,\" sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE- .1(9/24)(Exp.9/26) Equitable Advisors LLC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Associate in Worcester, MA vacancy
  • $68k - $120k

     ...POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients... 
    Suggested
    Temporary work
    Local area

    Morgan Stanley

    Worcester, MA
    1 day ago
  • $100k - $125k

     ...Associate Financial Advisor Location: Worcester, MA Compensation: $100,000 to $...  ...advisory firm that specializes in active management and capital preservation for high-net-worth...  ...clients to protect and grow their wealth in a rapidly changing economic landscape... 
    Suggested
    Full time
    Work at office

    Transcend Practice Management

    Worcester, MA
    2 days ago
  •  ...patient and customer can thrive and find relief. iAnthus Capital Management is a multi-state operator, encompassing the full spectrum of...  ...can have a positive impact Summary: The Dispensary Associate reporting directly to the Dispensary Manager, Retail... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours
    Shift work
    Night shift
    Rotating shift
    Day shift

    iAnthus Capital

    Worcester, MA
    10 hours ago
  • $33.8k - $38.69k

     ...Growth Of Your Career Supports the District Loss Prevention Manager and Store Management by executing core responsibilities, focused...  ...0-2 years retail or security experience Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate... 
    Suggested
    Hourly pay
    Full time
    Temporary work
    Local area
    Home office

    The TJX Companies, Inc.

    Worcester, MA
    1 day ago
  • $142.17k - $255.9k

     ...part every day. Reporting to the Chief Quality Officer the Associate Vice President for Quality Safety and Regulatory (AVP QSR)...  ...The AVP QSR will create and maintain a structural framework and manage systems supporting innovative quality safety regulatory and accreditation... 
    Suggested
    Full time
    Part time
    Work at office
    Local area
    Immediate start
    Relocation package
    Monday to Friday
    Shift work
    Day shift

    UMass Memorial Health

    Worcester, MA
    7 days ago
  •  ...Overview We are seeking a passionate and dedicated Lead Dispensary Associate to join our team in Shrewsbury, MA. As a pivotal member of our...  ...regarding the sale and distribution of cannabis products. Manage inventory levels, including receiving and stocking products,... 
    Temporary work
    Local area
    Shift work
    Night shift
    Weekend work

    Canopy USA

    Shrewsbury, MA
    10 days ago
  •  ...oriented   Patient Service Specialist  to join our team. The   Associate Patient Care Coordinator  is responsible for the completion of...  ...7:30am to 5pm. The schedule will be determined by the practice manager upon hire. Location : 380 Maple Avenue Shrewsbury MA Primary... 
    Minimum wage
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Immediate start
    Monday to Friday

    Optum

    Shrewsbury, MA
    1 day ago
  •  ...detailed oriented Patient Service Specialist to join our team. The Associate Patient Care Coordinator is responsible for the completion of...  ...7:30am to 5pm. The schedule will be determined by the practice manager upon hire. Location : 380 Maple Avenue Shrewsbury MA Primary... 
    Local area
    Immediate start
    Monday to Friday

    Optum

    Shrewsbury, MA
    20 hours ago
  •  ...****@*****.*** PR Range: 19-26/hr DOEThe Associate Data Reviewer supports the data review team within a fast paced...  ...data. Works under the guidance of a supervisor but is able to manage time efficiently in achieving timely completion of assigned dutiesMajor... 

    Planet Pharma

    Worcester, MA
    2 days ago
  • $75k

     ...commission, billing incentive, and bonus opportunities, earning new Associates well into six figures within the first year. About...  ...firm advocating exclusively for financial advisors and wealth managers—nationwide. We provide representation and consulting to thousands... 
    Full time
    Casual work
    Work at office
    Monday to Friday
    Flexible hours

    AdvisorLaw, LLC

    Worcester, MA
    3 days ago
  • $15 - $20 per hour

     ...Parts Specialist will provide all retail and installer customers with a high level of service. This position will also support store management in the accomplishment of assigned tasks. Bilingual candidates encouraged to apply. ESSENTIAL JOB FUNCTIONS Follow and... 
    Hourly pay
    Minimum wage
    Local area
    Flexible hours

    O'Reilly Auto Parts

    Auburn, MA
    20 hours ago
  • $19.5 per hour

     ...Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual...  ...duties/projects as assigned by business management as needed Education and Work...  ...first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work experience placement
    Flexible hours

    T Mobile US

    Worcester, MA
    3 days ago
  • $19 - $22 per hour

     ...fastest-growing used automotive retailer in U.S. history and one of the four fastest companies to make the Fortune 500. As a Parts Associate, you'll be expected to order parts, identify and record parts needed, and maintain an orderly storage area while receiving and... 
    Shift work
    Day shift
    Afternoon shift

    Carvana

    Worcester, MA
    27 days ago
  • $16 - $29 per hour

     ...scale. Join us to start  Caring. Connecting. Growing together. Hours: (Per diem) 8:30am - 5pm month by month. To be determined by manager. Primary Responsibilities:  Answers phones and schedules appointments Greets patients as they arrive and manages wait time... 
    Hourly pay
    Daily paid
    Minimum wage
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area

    Optum

    Holden, MA
    1 day ago
  •  ...Overview We are seeking a passionate and dedicated Lead Dispensary Associate to join our team in Shrewsbury, MA. As a pivotal member of our...  ...regarding the sale and distribution of cannabis products. Manage inventory levels, including receiving and stocking products,... 
    Temporary work
    Local area
    Shift work
    Night shift
    Weekend work

    Canopy USA

    Shrewsbury, MA
    12 days ago
  • $17.5 per hour

     ...Job Description Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store. This position... 
    Local area

    Home Depot

    Auburn, MA
    4 days ago
  •  ...About the Role As a Distribution Center Associate, you'll be a crucial part of our logistics operations, ensuring that products are...  ...meet quality standards and are properly documented. Inventory Management: Store and organize products in designated locations, using... 

    Amazon

    Worcester, MA
    4 days ago
  • $24.25 per hour

    Company Description All Points is an Amazon DSP known for its exceptional delivery performance operating out of Amazon Warehouse DTB4. As a Delivery Driver with us, you will play a crucial role in ensuring our customers receive their orders on time and safely. Location...
    Daily paid
    Shift work

    All Points LLC

    Worcester, MA
    7 days ago
  • $24.25 per hour

     ...prime van Pay Frequency: Weekly Job Profile - Delivery Associate As a delivery driver with All Points , you'll use an...  ...final shift timing will be confirmed by a dispatcher or operations manager. Shifts conclude once you're cleared to return to the station.... 
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work
    Weekend work
    2 days per week
    3 days per week

    All Points LLC

    Auburn, MA
    7 days ago
  • $20.45 - $30.7 per hour

     ...Equipment Associate Great company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! As an Equipment Associate at United Rentals, you will... 
    Hourly pay

    United Rentals

    Shrewsbury, MA
    2 days ago
  • $21.55 - $35 per hour

    The Associate Team Leader (ATL) for E-Commerce supports the grocery delivery and pick-up experience for our customers. This role requires a talented, resilient leader with accountability across five critical areas: safety, quality, customer service, productivity, and team... 
    Hourly pay
    Full time
    Part time
    Seasonal work
    Shift work

    Whole Foods Market

    Shrewsbury, MA
    1 day ago
  • $2,500 per month

     ...ensures supervision during the times that the Clinical and Program Managers are not on-site. The qualified candidate must have strong...  ...with or at risk of HIV/AIDS, Hepatitis C, and other diseases associated with opioid use disorders. Provides required documentation... 
    Full time
    Temporary work
    Flexible hours
    Weekend work

    Veterans Inc.

    Worcester, MA
    28 days ago
  • $20.71 per hour

     ...Community Associate Address: 370 Main Street 11th & 12th Floor 01608 Worcester, Massachusetts The world of work is changing…short commutes...  ...next week’s networking event in your center – your City Manager is just a phone call / email away, if you need any guidance or... 
    Hourly pay
    Full time
    Part time
    Casual work
    Night shift
    Weekend work
    Day shift

    IWG plc

    Worcester, MA
    3 days ago
  • $23 per hour

    Seasonal Package Delivery Driver Take the next step in your career now, scroll down to read the full role description and make your application. Join the team behind one of the most recognized logistics companies in the world. As a seasonal package delivery driver...
    Weekly pay
    Full time
    Seasonal work
    Monday to Friday
    Shift work

    United Parcel Service Inc.

    Shrewsbury, MA
    3 days ago
  •  ...Cost Segregation Associate / Senior Associate Location: Cincinnati, Columbus, or Dayton, OH Bring your Cost Segregation experience...  ...skills with exceptional attention to detail. Ability to manage multiple projects and deadlines efficiently in a dynamic, fast-... 
    Work at office

    Clark Schaefer Hackett

    Worcester, MA
    3 days ago
  •  ...turn generosity into impact. We're looking for an Advancement Associate to join our Advancement team and help ensure that every contribution...  ...Experience in nonprofit Advancement/Development or with donor-management systems such as Raiser's Edge or Salesforce is a plus. Come... 

    Language Bank

    Worcester, MA
    4 days ago
  • $16.85 - $21 per hour

     ...Warehouse Associate Pay Range: $16.85 - $21.00 Purpose: As a warehouse associate at Floor & Decor, you are the backbone of our retail location. Your key responsibilities will be compiling orders and replenishing and moving merchandise, whether it be on the sales... 
    Full time
    Part time
    Local area
    Monday to Friday

    Floor & Decor Holdings

    Shrewsbury, MA
    1 day ago
  • $50k - $70k

     ...motivated by goals, metrics, and helping customers, this full-time opportunity could be a great fit for you. As a Call Center Associate for Esler Companies | Renewal by Andersen, you'll speak directly with homeowners who have expressed interest in our industry-... 
    Full time
    Work at office
    Shift work
    Weekend work

    Renewal by Andersen | Esler Companies

    Worcester, MA
    3 days ago
  • REMOTE CALL CENTER AGENTS – UTILITY SUPPORT PS2G is actively hiring individuals with strong customer service skills to support regulated utility programs. Candidates should be able to work comfortably in a fast-paced environment, follow structured protocols, and ensure...
    Remote work

    DigiDoc, Inc. dba Public Sector Solutions Group

    Worcester, MA
    1 day ago
  • $15 per hour

     ...goals? Do you have a passion for wellness? If so, come join the YMCA Central Community Branch's Wellness team! The Wellness Center Associate at the YMCA of Central Massachusetts creates a safe and positive atmosphere that welcomes and respects all individuals while... 
    Hourly pay
    Part time
    Shift work

    YMCA of Central Massachusetts

    Worcester, MA
    20 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Associate. Be the first to apply!