Job Overview
With its headquarters located in Paris, Equitable is a multinational financial services company that is French. New York City is the location of the US headquarters. Retirement planning, insurance, and investments are among Equitable’s areas of expertise. As advisors for the company’s advisory division, our main goal is to assist our clients in meeting their financial obligations.
Our team relies heavily on interns to assist in serving our advisors and clients. Interns learn a lot about how the financial services industry operates. Many aspects of business, in our opinion, are not fully understood until one enters the workforce. Interns will observe every aspect of managing a business, including recruiting, time management, marketing, operations, sales, finance, and correspondence.
Interns working at Equitable Advisors will help Senior Financial Advisor Carissa Hatley and her staff prepare cases, which may involve the following tasks:
- Making lists of possible targets for prospective customers
- Creating Asset Maps
- Sending Email Confirmations
- Attending strategy meetings
- Setting up advisors’ and clients’ calendars
- Making Financial Comparisons
Job Detail
-
Offered Salary0--15000
-
Career LevelEntry-level
-
ExperienceLess than 1 Year
-
GenderBoth
-
INDUSTRYFinance
-
QualificationAssociate Degree
