Wealth Management Associate: Client-Focused Advisor

Equitable Advisors; New York, Northern (NY, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, dental and vision

401(k)

ESPP

Disability insurance

Life insurance

Transportation Reimbursement Incentive

Sign-on bonus eligibility

Job summary

Equitable Advisors in New York seeks a Wealth Management Associate to develop client relationships, support portfolio discussions, and contribute to financial planning efforts in a fast-paced environment.

This full-time role requires a Bachelor's degree, FINRA licensing (SIE, Series 7, 66, Life & Health), and a proactive, client‑driven mindset. You will work closely with seasoned professionals while pursuing CFP/ChFC designations.

Qualifications

• Bachelor's degree or equivalent required.
• Licensing in Life & Health, SIE, Series 7 & 66 required or pursued during training.
• Strong communication and interpersonal skills essential.
• Entrepreneurial mindset with client-focused drive.

Responsibilities

• Build and nurture client relationships through networking and portfolio reviews.
• Translate client goals into tailored financial strategies and recommendations.
• Explain financial products and services aligned to client situations.
• Coordinate with senior advisors to support ongoing client engagement.

Skills

Client engagement

Financial strategy development

Product & service consultation

In-office presence

Work-life balance

Education

Bachelor's degree or equivalent

Tools

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors in New York seeks a Wealth Management Associate to develop client relationships, support portfolio discussions, and contribute to financial planning efforts in a fast-paced environment.

This full-time role requires a Bachelor's degree, FINRA licensing (SIE, Series 7, 66, Life & Health), and a proactive, client‑driven mindset. You will work closely with seasoned professionals while pursuing CFP/ChFC designations.