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Wealth Management Specialist

hace 1 mes


Ponce, Ponce, Puerto Rico Equitable A tiempo completo

About Equitable Advisors

At Equitable Advisors, we're dedicated to helping our clients achieve their financial goals and secure their financial well-being. Our team of experienced financial professionals is passionate about delivering exceptional customer service and building long-term relationships with our clients.

Our Culture

We value diversity, equity, and inclusion, and we're committed to creating a workplace where everyone feels valued and respected. Our DEI initiatives include employee resource groups, cultural celebrations, and community engagement programs.

Training and Support

We offer comprehensive training and support to help our financial professionals succeed. Our entry-level training program covers client relationship management, product knowledge, market development, and more. We also offer continuing education opportunities and professional designations, such as CFP and ChFC.

Benefits and Compensation

We offer a competitive compensation package, including health and dental coverage, 401(k) matching, and employee stock purchase plan. We also offer a comprehensive benefits package, including short- and long-term disability programs, basic group life insurance, and transportation reimbursement incentives.

Our Mission

Our mission is to deliver amazing customer experiences and build long-term relationships with our clients. We strive to understand our clients' needs, goals, and aspirations, and we're committed to delivering customized financial strategies that meet their unique needs.