Wealth Management Associate (Licensing Included)

equitable; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Stable Pay

Commissions and Bonus

Benefits Eligibility

Job summary

Equitable Advisors is seeking a driven financial professional to engage clients, manage portfolios, and develop personalized financial strategies in an in-office role. The position emphasizes building relationships and guiding clients toward their goals through licensed financial planning and advisory services.

The role offers structured FINRA licensing support, mentorship, and opportunities to pursue professional designations, with a stable in-office work environment and growth paths within

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Strong communication and interpersonal abilities.
• Entrepreneurial mindset with a desire to help others.
• Authorized to work in the United States.
• Team-oriented with ability to learn from top performers.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• Location: in-office presence required.

Skills

Communication skills

Networking

Relationship building

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is seeking a driven financial professional to engage clients, manage portfolios, and develop personalized financial strategies in an in-office role. The position emphasizes building relationships and guiding clients toward their goals through licensed financial planning and advisory services.

The role offers structured FINRA licensing support, mentorship, and opportunities to pursue professional designations, with a stable in-office work environment and growth paths within