Equitable is on a mission to help people build sound financial futures. Our commitment to helping people pursue what’s possible has never been stronger. Together, we guide clients forward with courage, and wisdom — and support them in making the choices that help them lead a fulfilling life — with our financial professionals as the cornerstone of our client's success. Financial professionals at Equitable Advisors experience building clientele wit...
POSITION SUMMARY. The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter m...
Who We Are. Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advis...
Objectives and Responsibilities. Receive incoming client service calls in a friendly manner. Schedule and set up client appointments for advisors, both virtual and in-person. Prepare client review summary for advisors’ upcoming appointments. Complete each service request and resolve client issues. Assist in trades, allocations changes, withdrawals, rollovers and transfers. CRM data entry: input notes and keep updated. Coordinate and follow up on ...
Wealth Management Associate - FL, Ft Lauderdale (6008). (24000068). Primary Location. . UNITED STATES-FL-Fort Lauderdale. Organization. . Equitable Advisors. Description. 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 pos...
Benefits. 401(k). 401(k) matching. Bonus based on performance. Competitive salary. Paid time off. POSITION. The Wealth Management Associate is responsible for supporting a team of Financial Advisors. This position requires a self-motivated, dependable individual with exceptional organizational, problem-solving, and computer skills. Proficiency with Microsoft Office Suite is necessary. The Wealth Management Associate is responsible for high-qualit...
Are you interested in becoming a high performing wealth manager and financial consultant in Illinois or Missouri. Do you want to grow your book of business from an already existing book of business by giving back go public servants like teachers, school administrators, and municipal employees. Would you still like to work for financial freedom and protection for your friends and families. Do you thrive in environments where courage, strength, and...
. . . . The Wealth Management Associate role p. rovides general support to the areas of trust and portfolio management. Effectively communicates and provides updates to the department team on administrative issues. Executes administrative deliverables. Collaborates with key internal partners and colleagues to deliver a seamless client experience and an optimal level of client service. May identify and capitalize on opportunities to expand and ret...
Job Description. Job Description. Do you have a background as a student athlete or as a leader of a campus club/greek life organization. Have you thought about the idea of working for yourself while also helping businesses and individuals achieve financial freedom. As a Wealth Management Associate with uFinancial Group. . you will work directly with real people and small businesses trying to pursue their ideas of financial freedom. How will you g...
Do you have a high level of attention to detail and enjoy working with customers. If so, the Wealth Management Associate with First Bank may be a fit for you. As a Wealth Management Associate you will provide support to our Trust Officers and Financial Advisor who provide trusted advice in the areas of personal trust, investment management, and estate and financial planning to our customers. To accomplish this, you will be tasked with computer in...
Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence. Serve your clients. Integrated technology and support help you manage ...
Wealth Management Associate - NY, Woodbury (6004). (24000053). Primary Location. . UNITED STATES-NY-Melville. Organization. . Equitable Advisors. Description. 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...
