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 Atlanta, GA vacancy
  • Wealth Management AssociateWealth 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... 
    Suggested
    Work experience placement
    Local area

    Morgan Stanley

    Atlanta, GA
    2 days ago
  • $41.25k - $68.75k

     ...Trader Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are...  ...to the company's success. As a Trader Associate within PNC's Wealth Management organization, you may be based in any of the following locations... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Atlanta, GA
    20 hours ago
  • An esteemed financial services firm located in Atlanta, GA, seeks a Business Development Professional to support wealth management strategies for clients. Responsibilities include preparing marketing presentations, analyzing investment portfolios, and providing client service... 
    Suggested

    Goldman Sachs

    Atlanta, GA
    1 day ago
  • Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams... 
    Suggested

    Goldman Sachs

    Atlanta, GA
    3 days ago
  •  ...Associate Wealth Advisor Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients... 
    Suggested
    Work at office
    Local area

    Waverly Advisors LLC

    Atlanta, GA
    2 days ago
  •  ...Associate Wealth Advisor HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte... 
    Work at office
    Remote work

    HB Wealth

    Atlanta, GA
    3 days ago
  •  ...Client-Facing Sales Professional BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and Mutual Funds to Alternatives... 
    Part time
    Apprenticeship
    Work at office
    Local area
    Work from home
    Flexible hours
    1 day per week

    BlackRock

    Atlanta, GA
    4 days ago
  •  ...financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts. Responsibilities Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial... 
    Start working today
    Remote work

    Equitable Advisors

    Atlanta, GA
    3 days ago
  •  ...Pittsburgh Yards aims to spur a more equitable distribution of income, wealth, jobs and entrepreneurship opportunities for residents....  ...community and economic development, real estate development and/or management, or a related field; master’s degree or Project Management... 
    Work experience placement
    Flexible hours

    Annie E Casey Foundation

    Atlanta, GA
    6 days ago
  •  ...people are our number one priority. With a wealth of learning and career development...  ...Advisory.KPMG is currently seeking a Senior Associate in Customer & Operations for our...  ...enablement that includes Customer Relationship Management (CRM)/SPM, sales culture and sales data... 
    H1b
    Local area

    KPMG

    Atlanta, GA
    4 days ago
  •  ...our communities through industry-focused wealth advisory, digital, audit, tax,...  ...CLA is looking to hire a Transformation Associate to join our growing team.The Transformation...  ...initiatives and support effective change management.Assist Transformation Managers and Directors... 
    Full time
    Work at office

    CliftonLarsonAllen

    Atlanta, GA
    1 day ago
  •  ...combined power of our distinctive investment management capabilities, we provide a wide range of...  ...together.About the Role:The Division Associate is a key member of our Internal Sales...  ...with data scientists, marketing, and the Wealth Management Platform (WMP) team.Delivering... 
    Full time
    Work at office
    Flexible hours

    Invesco

    Atlanta, GA
    3 days ago
  • $70k - $89k

     ...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston, MA; Newtown Square, PA; New York, NY; Potomac, MD; Englewood, NJ Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations... 
    Internship
    Work at office
    Flexible hours

    Pathstone

    Atlanta, GA
    1 day ago
  • $77.33k - $157.67k

     ...what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities...  ...to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness... 
    Local area
    Remote work

    KPMG

    Atlanta, GA
    3 days ago
  • $120k - $145k

     ...drivers and risk factors.Job Purpose:The open position is for an associate based in our Atlanta, Boston, Chicago, Dallas, Houston or New...  ...to key issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and... 
    Full time
    Work at office
    Worldwide

    Houlihan Lokey

    Atlanta, GA
    2 days ago
  • $120k - $145k

     ...products, net lease, cash-flow streams (e.g., royalties, licensing, management fees) and other asset-focused investments. As of March 31, 202...  ...a highly motivated, detail-oriented team player to join as an Associate or Senior Associate on the Alternative Credit (“Alt Credit”)... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Flexible hours

    Ares Management

    Atlanta, GA
    20 hours ago
  • $77.33k - $157.67k

     ...what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities...  ...tax returns before, during and after preparation Build and manage client relationships, and supervise, mentor, and develop staffResearch... 
    Local area
    Remote work

    KPMG

    Atlanta, GA
    2 days ago
  •  ...Associate Wealth Advisor Create your success story at Delta Community Credit Union – where opportunity meets purpose. Through our commitment...  ...financial professionals to offer personalized investment management solutions that align with the client's long-term goals, risk... 
    Remote work
    Flexible hours

    Delta Community Credit Union

    Atlanta, GA
    20 hours ago
  •  ...development and expand the company's physical presence. Track and report all activities in HubSpot CRM to ensure seamless pipeline management. Utilize a suite of sales tools (HubSpot CRM, Apollo/Outreach, ZoomInfo, Winmo, Goody, LinkedIn Sales Navigator) to optimize... 

    AI Digital

    Atlanta, GA
    20 hours ago
  •  ...Associate, Asset Management Atlanta, GA Opportunity and Position Summary: Stockbridge is seeking an Asset Management Associate to join our Atlanta team. This is an opportunity for a motivated professional to work directly alongside experienced Asset... 
    Work at office

    SelectLeaders

    Atlanta, GA
    1 day ago
  • $171.5k - $307.5k

    Position Summary Associate Vice President, CCaaS & AI TransformationOur Deloitte Sales & Service team empowers organizations to build...  ...business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners... 
    Work experience placement
    Local area

    Deloitte

    Atlanta, GA
    1 day ago
  •  ...Accenture.Partners in Performance, Part of Accenture is a global management consulting firm with a focus on human performance working...  ...decision is a no-brainer. At Partners in Performance, being a Senior Associate isn’t about writing reports, or standing up and presenting... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Atlanta, GA
    1 day ago
  • $163.4k - $322.1k

     ...with operational effectiveness and efficiency. Deloitte Oracle Associate Vice Presidents help clients delineate strategy and vision, design...  ...relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic... 
    Immediate start
    Visa sponsorship

    Deloitte

    Atlanta, GA
    1 day ago
  •  ...Job Description Job Description  Front Desk Associate- Chamblee Club ​ HERE WE GROW AGAIN!  Are you ready to leave...  ...Carolina, Texas, Tennessee, and Arizona and is led by a veteran management team with over one hundred years of combined experience in the... 
    Hourly pay
    Temporary work

    Crunch Fitness - CR Holdings

    Atlanta, GA
    15 days ago
  •  ...expertise in wholesale brokerage, binding authority, and program management. The common thread woven throughout our success story is our...  ...opportunities to have a successful career. The Associate Underwriter is responsible for the underwriting of a book of business... 
    Work at office
    Immediate start

    Jencap

    Atlanta, GA
    1 day ago
  • $100k - $125k

     ...Associate Gallery Leader RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable... 
    Full time
    Work at office
    Local area

    RH-USA Inc

    Atlanta, GA
    1 day ago
  • $120k - $130k

     ...Hospitality LP 12735 Morris Road Ext Alpharetta, GA 30004 Associate Counsel Full time Compensation Range : $120,000- $130,00...  ...those around us. Career Growth & Learning – 40% of our management hires are internal promotions! Invest in Your Future – 401(... 
    Full time
    Contract work
    Private practice

    Atrium Hospitality

    Atlanta, GA
    1 day ago
  • As an Associate Product Marketing Specialist, you will support the Product Marketing team in bringing MRI's B2B SaaS solutions to market. Working closely with Product Management, Sales, Marketing, and other cross-functional teams, you'll help develop messaging, create sales... 
    Full time
    Internship
    Work at office
    Flexible hours

    MRI Software

    Atlanta, GA
    1 day ago
  • $200k - $315k

    ATLANTA - LABOR & EMPLOYMENT ASSOCIATE ATTORNEYLabor & Employment Practice GroupLocation: Atlanta, GACheck out our job board for openings in other locations!HYBRIDOur client, a leading management-side labor and employment AmLaw 100 firm, is seeking an experienced Labor... 
    Work at office
    Flexible hours

    Affinity Executive Search

    Atlanta, GA
    2 days ago
  •  ...collaboration, and welcome passionate, results-oriented professionals to apply for our open positions. General Summary Supports management in the following areas: identifying and acquiring ground-up development opportunities, evaluating projects, supporting ongoing... 
    For contractors
    Internship
    Work at office
    Local area
    Shift work

    Rockefeller Group

    Atlanta, GA
    1 day ago

Do you want to receive more vacancies?

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