Wealth Management Associate - Licensing & Mentorship Path

Equitable Advisors; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development School

Professional Growth

Job summary

Equitable Advisors in New York, NY is seeking a Wealth Management Associate to build and nurture client relationships, develop personalized financial strategies, and discuss suitable products and services. The role requires in-office presence and a proactive, client-centric mindset.

You will engage in licensing support, FINRA sponsorship, and a structured training path including mentoring, virtual learning, and ongoing professional growth opportunities to advance your wealth management career.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• Location: in-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in New York, NY is seeking a Wealth Management Associate to build and nurture client relationships, develop personalized financial strategies, and discuss suitable products and services. The role requires in-office presence and a proactive, client-centric mindset.

You will engage in licensing support, FINRA sponsorship, and a structured training path including mentoring, virtual learning, and ongoing professional growth opportunities to advance your wealth management career.