Description
Equitable Advisors, The Opportunity for Women
The Financial Professional (FP) career is a relationship-driven role that provides the opportunity to help individuals and families make financial decisions towards living a fulfilled life.
Equitable Advisors believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to your community.
Flexibility & Control
- Create your own schedule and balance the demands of personal and professional life
- Control how you build your business and the clientele you serve
- Women centric benefits : parental bonding leave for benefits eligible FPs, Family support benefits including adoption, back-up care, dependent tutoring services, paid caregiver leave
Culture
- DEI Initiatives : gender equal world, women’s breakout session at annual Diversity Summit
- Women’s Network Employee Resource Group : women’s mentoring, career excellence, personal wellness, giving back 1,000 hours to the community
- Women in leadership roles : Complex president, branch manager, district managers, national honor guard president
Impact
- Women managed wealth is growing 1 ½ times faster than other wealth.1
- Women now control more than 50% of personal wealth in the United States.1
- 70% of women prefer to work with a female financial professional. 2
- Women will control more than $30 trillion in financial assets by 2030.3
Qualifications
Wealth Management Associate - IL, Deerfield (3987)
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technologysolutions. You will also upskill from participating in loc...
J.P. Morgan Wealth Management - Private Client Investment Associate - Winnetka, IL
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date i...
Retirement Planning Associate - Retirement Benefits Group - IL, Deerfield (2348)
Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Your primary focus will be providing financial products and services, as well a...
Wealth Management Associate
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in lo...
J.P. Morgan Wealth Management - Private Client Advisor - Winnetka, IL
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
Tax Senior Associate - Wealth Management
Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks. Do you have a passion for tax, but want to explore beyond the public accounting environment? We are seeking professionals with an understanding of the markets who have the ...
J.P. Morgan Wealth Management – Private Client Advisor - Lake Zurich, IL
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will ...
Asset & Wealth Management - Tax Senior Associate
PwC Professional skills and responsibilities for this management level include but are not limited to:. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Applications ...
Associate Director, Growth & Market Expansion - Deerfield, IL
Must have excellent soft skills including communication, people skills, decisiveness, accountability, ownership, being a collaborator, and self-motivated. The Associate Director of Operations Strategy & Growth will be the primary owner of organizational excellence, driving transformation for the str...
Sr. Treasury Management Sales Officer - To 110K + Bonus - Deerfield, IL
Treasury Management Sales Officer – To $110K + Bonus – Deerfield, IL – Job # 3385. Treasury Management Sales Officer role in the greater Deerfield, IL area. The selected candidate will be responsible for business development, consultative sales, and relationship management to commercial clients. Tre...