Direct message the job poster from Equitable Advisors
William J. Scotti
Vice President, Northern Complex at Equitable Advisors | Financial Consultant
Company Description
Equitable Advisors is a wealth management firm that supports financial advisors in their need for independence and support. They provide resources from a leading national firm, along with local mentoring, training and support to help advisors build their own practice with flexibility and autonomy.
Role Description
This is a full-time on-site role as a Wealth Management Associate located in Malta, NY. The Wealth Management Associate will be responsible for day-to-day tasks related to financial planning, communication, analytical skills, finance, and investments. They will work closely with clients to develop and implement personalized financial strategies and provide ongoing support.
Qualifications
Financial Planning and Finance skills
Strong communication skills
Analytical skills
Knowledge and understanding of investments
Ability to work well with clients and build relationships
Attention to detail and problem-solving abilities
Relevant certifications such as CFP or CFA are a plus
Employment type
Full-time
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