Wealth Management Associate
Equitable Advisors
Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in our Georgia Alabama Gulf Coast Branch. Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts. Responsibilities Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis Contact clients periodically to determine if there have been changes in their financial status. Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services. What it takes A four-year college degree You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus) Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships 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 Benefits and compensation Compensation you control and a comprehensive benefits package for eligible individuals Opportunity to work jointly with senior joint-work partners and to be coached by top performers Personalized and comprehensive training and support in all areas important to building your business A work-life balance and access to a full suite of remote-work technology solutions Advancement and management opportunities You can build your career on your own terms. No one-track path. Note -- applicants must be authorized to work in the United States. Equitable Advisors, LLC, (NY, NY View phone number on click.appcast.io) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. #J-18808-Ljbffr Equitable Advisors
- 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...SuggestedWork experience placementLocal area
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- ...goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client... ...is posted. Sign in to set job alerts for “Wealth Management Associate” roles. Atlanta, GA $50,000.00-$55,000.00 2 weeks ago Atlanta...SuggestedFull timeWork experience placementInternshipWork at officeLocal areaFlexible hours
- CFA Institute in Atlanta, GA, is seeking a Senior Wealth Strategy Associate to develop wealth management strategies and provide analysis for financial advisors. This role requires exceptional communication and analytical skills along with a strong educational background...Suggested
- Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? Responsibilities Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals....Full time
- Atlanta, GA, United States About the program Our New Associate Program is a full-time program for individuals who have 2-5 years... ...apply to additional opportunities About the division Asset & Wealth Management (AWM) offers students an unparalleled opportunity to launch...Full timeApprenticeshipWork at office
- Goldman Sachs is seeking Wealth Management Professionals to deliver exceptional client service and support for ultra-high net worth clients. You will collaborate with Private Wealth Advisors to manage portfolios, assess risk, and optimize client outcomes in a fast-paced...
- 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...
- 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...
- 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...
- ...Associate Wealth Advisor HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, and client recommendations. Working closely with...Work at officeRemote work
- ...clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of... ...transform those around you as well. We are looking to add an Associate Wealth Advisor to the team in our Atlanta, GA office. The Senior...Work at officeLocal area
- Overview Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial... ...up, as appropriate Manage new business team meetings and associated action items Relay GS Research and ISG market views to...Apprenticeship
- Goldman Sachs is looking for a Business Development Professional in Atlanta to support their Private Wealth Management team. This role involves working closely with Private Wealth Advisors, analyzing investment portfolios, and developing marketing presentations for prospective...
- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President As a Private Wealth Advisor, you will: Leverage your unique background and experiences to build a business within Goldman Sachs Establish, nurture and grow client...
- The Goldman Sachs Group is seeking a Private Wealth Advisor to build a sustainable client business and provide holistic private wealth management advice that helps clients grow and protect wealth. You will nurture client relationships, partner with internal and external...
- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform...
- ...Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations... ...: The Atlanta office is looking for an Accounts Payable Associate to join our growing family office team which provides daily...Full timeWork at officeFlexible hours
- ...At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world... ...a career in Advisory.KPMG is currently seeking a Senior Associate, Workforce Management-UKG to join our AdvisoryServices practice.Responsibilities...H1bLocal area
- ...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...H1bLocal area
- ...At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world... ...a career in Advisory.KPMG is currently seeking aSr. Associate, Strategic Change Management for our Consulting practice.Responsibilities:Lead client...Work experience placementH1bLocal area
- Goldman Sachs is seeking a Wealth Management Professional to support Private Wealth Management in Atlanta. You will work closely with PWAs to deliver customized wealth strategies, client reporting and service excellence for ultra-high-net-worth clients. Ideal candidates...
$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...InternshipWork at officeFlexible hours$100k - $150k
...a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide... ...role will be between $100,000 and $150,000 per year for Associate at the commencement of employment and between $140,000 and...Contract workTemporary workWorldwide- Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations... .... Job Description: The Atlanta office is seeking a Senior Associate, Payment Controls to join our growing Family Office team. This...Work at officeFlexible hours
- State + Local Tax Associate Do you want a careerwithout limits? Do you want to shape your own future and be surrounded by people who... ...that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with offices across...Work at officeLocal area
- Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations... ..., sensitive transitions, and loss. The Client Transitions Associate plays a central role in ensuring these moments are handled with...Work at officeFlexible hours
- ...USA Description Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family... ..., parental leave, and more. Job Description: The Reporting Associate is a core member of the Personal CFO Services team, supporting...Full timeWork at officeFlexible hours
$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 timeTemporary workWork experience placementWork at officeFlexible hours
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