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Wealth Management Associate — Path & CFP Prep
Job in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2025-12-20
Listing for:
Equitable
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm seeks passionate individuals to join as wealth managers. This role involves building client relationships, developing tailored financial strategies, and consulting on financial products. Candidates should have a Bachelor's degree and be authorized to work in the U.S. The company offers comprehensive training, mentorship, and a flexible work-life balance with a commitment to community impact. Join a workplace culture dedicated to making a difference in people's financial wellness.
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Position Requirements
10+ Years
work experience
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