Wealth Management Associate - AZ, Scottsdale (5043)
Equitable AdvisorsScottsdale, Arizona, United States
Posted November 7, 2025
Full Time
About the Company
Equitable Advisors is committed to making a positive impact in the lives of its people and their communities, through social impact and community engagement.
Job Description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our mission is to make a difference in the lives of others through wealth management and financial wellness.
Requirements
- Client Engagement: Build and nurture client relationships through networking events and portfolio management
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Employee Stock Purchase Plan (ESPP)
- Disability insurance
- Life insurance
- Transportation Reimbursement Incentive Program (TRIP)