Wealth Management Associate - PR, Ponce (5117)

Equitable

📍 Ponce, Ponce, Puerto Rico

Full-time Business Operations Specialists

Job Description

Wealth Management Associate - PR, Ponce (5117)(240000CA)

Primary Location

:UNITED STATES-PR-Ponce

Organization

:Equitable Advisors

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking

  • Financial Strategy De...
  • Apply for this Position