Upvote
Downvote
Entry Level - Wealth Management Associate, Providence, MA, Southeastern
Share Job
- Suggest Revision
- DescriptionEquitable Advisors is a respected wealth management firm with a proven track record in the industry.
- 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 entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technologysolutions.
- 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.
Active Job
Updated TodaySimilar Job
Relevance
Active