Wealth Management Associate - FL Tampa, St. Petersburg, Sarasota (3981)
EquitableTampa, Florida, United States • Saint Petersburg, Florida, United States • Sarasota, Florida, United States
Posted October 22, 2025
Full Time
About the Company
Equitable Advisors is dedicated to making a positive impact in the lives of its clients, fostering relationships that help people achieve meaningful financial wellness.
Job Description
Wealth Management Associate role at Equitable Advisors, focused on building client relationships, developing financial strategies, and providing personalized guidance. Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
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
- 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)