What are the responsibilities and job description for the Financial Planning Associate position at Equitable Advisors?
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
Our people
Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values-driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.
- We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment.
- Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
- Social impact and community engagement prosper through our programs such as
