Junior Analyst

Job description

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859. We are seeking an entry level Junior Analyst, for the Private Client Group, at Equitable, in Miami-Dade County or Boca Raton, Florida. The ideal candidate is one who is ready to grow a career in the financial planning industry. Such an individual will desire to work in a team-oriented firm; will be involved in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience for developing a career in the Wealth Management / Financial Planning Industry. Candidates that fit into our firm's values and culture will embrace technology, display accountability and ownership, and hold in high regard serving clients in a fiduciary capacity. We value our clients, and our clients value our services. What You'll Be Doing: As a Junior Analyst, you will play a crucial role in supporting our financial advisors and team members by managing essential business processing and client service functions. Your responsibilities will include: This position is an on-site role working in the Miami, F...