Wealth Management Associate — Licensing & Mentorship Path

Equitable Advisors; New York (NY); On-site; USD 35,000 - 60,000; Full time

Benefits offered by this job

Structured path to wealth manager

Health, dental, and vision benefits

401(k) and Employee Stock Purchase Plan

Training & Development support

Job summary

A leading financial services firm is hiring a Wealth Management Associate in New York, NY. In this role, you will build client relationships, develop personalized financial strategies, and consult on financial products. Candidates should have a Bachelor’s degree, relevant licensing, and a strong entrepreneurial spirit. The position offers stable pay alongside commissions, training support, and a vibrant workplace culture focused on social impact and community engagement.

Qualifications

• Must have State Life & Health, SIE, Series 7, Series 66 licenses.
• Values-driven with a track record of success.
• Must be authorized to work in the United States.

Responsibilities

• Engage clients through networking events.
• Develop personalized financial strategies.
• Consult clients on tailored financial products.

Skills

Communication Skills

Interpersonal Abilities

Entrepreneurial Spirit

Collaborative Mindset

Education

Bachelor's degree or equivalent skills

Tools

FINRA Licensing

Job description

A leading financial services firm is hiring a Wealth Management Associate in New York, NY. In this role, you will build client relationships, develop personalized financial strategies, and consult on financial products. Candidates should have a Bachelor’s degree, relevant licensing, and a strong entrepreneurial spirit. The position offers stable pay alongside commissions, training support, and a vibrant workplace culture focused on social impact and community engagement.