Wealth Management Associate - MI, Troy (5047)
Equitable AdvisorsTroy, Michigan, United States
Posted January 14, 2026
Full Time
About the Company
Equitable Advisors is committed to making a difference in the lives of its people and their communities.
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
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- 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)