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
$50k - $115k
...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, individuals in this...SuggestedTemporary workWork experience placementLocal area- ...Your role Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: Assist financial advisors in client conversations, providing analytic information...SuggestedFlexible hours
- ...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....SuggestedFull time
- 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
- Franklin Templeton Investments is hiring a Relationship Associate for its Atlanta office, primarily focusing on high-net-worth clients... ...include account administration and supporting wealth management strategies. A competitive compensation package, including bonuses...SuggestedWork at office
- Fiduciary Trust International is hiring a Relationship Associate in Atlanta, GA. This hybrid role reports to the trust and wealth management team and requires working four days in the office with daily client interaction. You will support Trust Officers, Relationship Managers...Work at office
- Fiduciary Trust International is looking for a Relationship Associate in Atlanta to support HNW clients and ensure a seamless client experience... .... The role includes collaboration with Trust Officers and Wealth Directors, and requires effective communication skills. The...
$71.4k
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across... ...business development happening around the world. Relationship Associate Fiduciary Trust International is hiring a Relationship...Work at officeLocal area- ...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...Full timeWork experience placementInternshipWork at officeLocal areaFlexible hours
- 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...
- ...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
- ...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...
- 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
- 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...
- 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...
$65k
Dew Wealth Management in Atlanta, Georgia, is seeking an Associate Advisor to provide fiduciary investment advisory services to entrepreneurs. This role involves managing complex family wealth dynamics and coordinating with a team of specialized professionals to deliver...- ...people are our number one priority. With a wealth of learning and career development... ...Advisory. KPMG is currently seeking a Sr. Associate, Oracle Procure to Pay for our... ...Identify and communicate findings to senior management and client personnel Qualifications...Contract workH1bWork at officeLocal area
- ...people are our number one priority. With a wealth of learning and career development... ...Advisory. KPMG is currently seeking a Sr. Associate in Procurement & Supply Chain for our... ...supply chain, procurement and category management and contracting projects Help day to...Contract workH1bLocal area
- ...people are our number one priority. With a wealth of learning and career development... .... KPMG is currently seeking a Senior Associate, Workday Security to join our Advisory Technology... ...Financials or Human Capital Management with hands-on Workday implementation experience...H1bLocal area
$55k - $80k
...equitable world for our scholars. The Advancement Associate for Database, Research, and Prospect Management plays a critical support role within KIPP Atlanta's... ...pipeline. Prepare detailed donor research reports, wealth screenings, and prospect profiles to equip frontline...Temporary workWork at officeFlexible hoursAfternoon shift$100k
...Description Associate - Transaction Advisory/Financial Due Diligence... ...private equity, hedge funds, sovereign wealth, family office and corporate clients around... ...conducting comprehensive discussions with management and their advisors. How you will...Part timeWork 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
$100k - $160k
...lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity... ...market knowledge. We offer a unique opportunity to work on a wealth of projects that provide exposure to various financial and valuation...- 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...Work at officeFlexible hours
$70k - $85k
Company Description Pathstone is a growing wealth management firm serving ultra‑high net worth families, single family offices, foundations... ...leave, and more. Job Description The Investment Operations Associate position offers an opportunity to serve as a key member of our...Work at officeFlexible hours- ...the right person for our Customer Service Associate II position. Join our team today and let... ...customers, associates, and leaders Managing sales transactions while working assigned... ...variety of rewards to support your health, wealth, and mental well‑being. In addition to...Contract workPart timeLocal area
$100k - $110k
...teams technical users. Develop more robust cost metrics and benchmarking capabilities to assist in efforts supporting IT cost management. Experience ~6+ years of experience with Splunk engineering, administration, deployment, and maintenance for a large-scale...- ...Division Associate The Internal Sales Department engages with financial professionals... ...supporting reactive account and relationship management. This role also focuses on identifying... ...data scientists, marketing, and the Wealth Management Platform (WMP) team. Delivering...Full timeWork at office
$160k - $175k
Restructuring Senior Associate, Alvarez & Marsal Atlanta Office Alvarez & Marsal (A&M) is... ...strategy, to cash conservation/liquidity management, to business plan development and implementation... ...a variety of backgrounds that bring a wealth of industry depth and knowledge. Relying...Part timeWork experience placementWork at officeFlexible hours
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