2021 Summer Internship - Wealth Management/Remote Advice

2021 Summer Internship - Wealth Management/Remote Advice

Thank you for your interest in a position with us. At Equitable, we’re individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That's the power of our Equitable community! We embrace the diversity of our teams by continuously investing in them while working to be a force for good in the local community.

Apply and start your journey today!

The Remote Advice team is a virtual team of licensed financial professionals that manage relationships and provide advice, sales and service, to clients directly and on behalf of advisors with Equitable. Equitable is a leading financial services company with a diverse and inclusive work environment. The organization was established in 1859, and we are committed to helping our clients meet their financial goals.

The intern role will be responsible for supporting business operation activities, partnering with project manager and data and analytics owner on the Remote Advice team. A qualified candidate for this role will have studied business with a sales, finance or project management background. Role will support growth efforts of organization, focusing on business operations activities (Advisor Assist Program enrollments, renewals, reporting), project management, and office management in Syracuse. We are looking for candidates with excellent communication skills who are proficient in Excel, Word and PowerPoint.

The duration of the internship is 10 weeks with the possibility of full time employment offered after graduation.

Minimum Qualifications:

• Currently pursing a College Degree
• Experience with Microsoft Office

Preferred Qualifications:

• Rising Senior in a Bachelor's degree program (expected graduation 2022)
• Knowledge of financial / insurance industry
• Strong writing skills
• Interpersonal and communication skills

About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-6368 or email us at TalentAcquisition@equitable.com.