Entry Level - Wealth Management Associate - NJ, Secaucus (4099)

Lensa; United States; Remote; USD 40,000 - 60,000; Part time

Job summary

Lensa is seeking an Entry Level Wealth Management Associate to join Equitable Advisors, a reputable wealth management firm. This role offers comprehensive training, support for certifications like CFP, and the opportunity to shape financial strategies for clients, contributing directly to their financial well-being.

Benefits

401(k) Plan with company match

Health and dental coverage options

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive Program

Short- and Long-Term Disability Programs

Qualifications

• Training for FINRA licensing and state licensing support provided.
• Encouragement for CFP and ChFC certifications.
• Access to remote-work technology solutions.

Responsibilities

• Provide clients with financial services and strategies.
• Participate in local and national development programs.
• Build and maintain client relationships.

Skills

Entrepreneurial mindset

Networking

Client relationship management

Education

Bachelor's degree or equivalent

Job description

Entry Level - Wealth Management Associate - NJ, Secaucus (4099)

Entry Level - Wealth Management Associate - NJ, Secaucus (4099)

1 day ago Be among the first 25 applicants

Lensa is the leading career site for job seekers at every stage of their career. Our client, Equitable Services, is seeking professionals. Apply via Lensa today!

Entry Level – Wealth Management Associate - NJ, Secaucus (4099) ( 22000172 )

Primary Location : UNITED STATES-Remote

Organization : Equitable Advisors

Description

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our people

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

• We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment
• Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit
• Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually
• Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves
  
  

Qualifications

Training and support

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

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 local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Benefits And Compensation

Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

Equitable Advisors ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25)

Req ID: 22000172

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

• Industries

  IT Services and IT Consulting

Referrals increase your chances of interviewing at Lensa by 2x

Get notified about new Wealth Management Associate jobs in United States.

Arlington, VA $74,828.00-$93,535.00 2 days ago

Due Diligence Investment Analyst for Hedge Fund/Family Office (Contract)

Investment Banking Analyst I/II - Financial Services (Chicago)

United States $145,000.00-$175,000.00 1 week ago

United States $90,000.00-$120,000.00 3 weeks ago

United States $40,000.00-$120,000.00 1 week ago

United States $75,000.00-$95,000.00 1 month ago

San Francisco, CA $60,000.00-$75,000.00 3 months ago

Wealth Management Business Development Officer

Washington DC-Baltimore Area $70,000.00-$100,000.00 2 weeks ago

California, United States $66,500.00-$85,600.00 1 month ago

Wealth Management Associate - NM Resident

San Francisco, CA $100,000.00-$125,000.00 4 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.