Wealth Management Associate - FL, Jacksonville (4058)
Equitable AdvisorsJacksonville, Florida, United States
Posted October 28, 2025
Full Time
About the Company
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups.
Job Description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness.
Requirements
- Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Discuss financial products and services tailored to clients' unique situations
- Have a track record of success and accomplishment
- Have excellent interpersonal and communication abilities with strong self-confidence
- Have an entrepreneurial spirit with a desire to positively impact others' lives
- Be able to work with and learn from top performers
- Be authorized to work in the United States
Benefits
- Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)
- Sign-On Payment
- Stable Pay
- Commissions and Bonus
- Training & Development
- Leadership Development
- Professional Growth