Vice President at Equitable Advisors | Financial Planning, Strategic Leadership
Company Description
Equitable Advisors is a leading national firm providing wealth management and financial planning services. We offer supported independence for financial advisors, allowing them to focus on serving clients and scaling their business on their own terms. Our team provides local market support and resources for financial advisors to help them build the practice they want.
Role Description
This is a full-time on-site role in Fort Lauderdale, FL for a Wealth Management Associate. The Wealth Management Associate will be responsible for day-to-day tasks associated with finance, investments, and financial planning. The Wealth Management Associate will communicate with clients, analyze financial data, and provide financial planning recommendations to clients.
Qualifications
Excellent communication skills
Analytical skills and attention to details
Experience in finance and investments
Expertise in financial planning
Ability to manage multiple tasks simultaneously
Certifications such as CFP or CFA are a plus
Bachelor's degree in finance, economics, or a related field
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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