What are the responsibilities and job description for the Entry Level - Wealth Management Associate position at Equitable Advisors New England?
Job Summary
Embark on an exciting journey in the world of wealth management as an Entry Level Wealth Management Associate! In this dynamic role, you will support senior advisors in delivering comprehensive financial solutions to clients, helping them achieve their financial goals. You will gain hands-on experience in financial planning, investment management, and client relationship management while developing industry-specific expertise. This paid position offers a fantastic opportunity to launch your career in financial services, working alongside seasoned professionals committed to your growth and success.
Responsibilities
- Assist in preparing and analyzing financial plans, including estate planning, tax strategies, and investment portfolios.
- Support client meetings by gathering relevant financial data and preparing presentation materials.
- Conduct research on financial products, market trends, and regulatory updates to inform client recommendations.
- Help manage client accounts by monitoring investment performance and ensuring compliance with industry regulations.
- Collaborate with team members to develop tailored wealth management strategies that align with clients’ objectives.
- Maintain accurate records of client interactions, transaction histories, and compliance documentation.
- Stay informed about securities law, FINRA regulations, and industry best practices to ensure adherence to all legal standards.
Experience
- Bachelor’s degree in finance, accounting, economics, or a related field preferred.
- Strong understanding of financial concepts such as investment management, cash management, and portfolio management.
- Basic knowledge of estate planning tools like wills and trusts, as well as tax laws affecting investments.
- Familiarity with financial software and research tools used in wealth management.
- Excellent communication skills for client relationship management and professional collaboration.
- Demonstrated interest or experience practicing within the securities industry or financial services sector is a plus.
- Knowledge of industry regulations including securities law and financial compliance requirements is highly desirable.
Join us to develop your expertise in wealth management while making a meaningful impact on clients’ financial futures! This role is ideal for motivated individuals eager to grow their career in a fast-paced, rewarding environment dedicated to excellence and integrity.
Pay: $33,400.00 - $100,000.00 per year
Benefits:
- 401(k)
- Financial planning services
- Health insurance
- Professional development assistance
- Tuition reimbursement
Work Location: In person
Salary : $33,400 - $100,000