Wealth Management Associate

Equitable Advisors; United States; Hybrid; USD 2,790 - 11,160; Full time

Benefits offered by this job

Stable pay for first 24 months

Comprehensive benefits programs

Professional development opportunities

Job summary

A wealth management firm is seeking a Wealth Management Associate to help clients secure their financial futures. The position offers flexible work-life balance and opportunities for ongoing training and leadership development. Candidates should be results-driven, motivated, and possess excellent interpersonal and communication skills. A four-year degree is preferred but not required. The role involves obtaining necessary licenses and building long-term client relationships.

Qualifications

• Must be authorized to work in the United States.
• Team player with excellent interpersonal skills.
• Motivated to help others plan for financial futures.

Responsibilities

• Engage with clients to secure their financial well-being.
• Navigate obtaining state licenses and registrations.
• Provide ongoing support and education for career growth.

Skills

Results-driven

Self-starter

Excellent interpersonal skills

Strong communication abilities

Motivated

Education

Four-year college degree (preferred)

Job 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

Training and Support

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, 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.

Requirements

• Applicants must be authorized to work in the United States
• A four‑year college degree is preferred but not required
• We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding
• We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding
• Results‑driven, highly motivated, self‑starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self‑confidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long‑term relationships
• Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company sponsored required FINRA licenses and registrations.
• Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40‑hour workweek.
• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
• Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE-7061481.1(9/24)(Exp.9/26)

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