Wealth Management Associate: Licensing Path & Mentorship

Equitable Advisors; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Equitable Advisors in New York, NY seeks a Wealth Management Associate to develop client relationships, craft financial strategies, and advise on products and services. This in-office role emphasizes networking, licensing through FINRA, and mentorship to grow into a licensed financial professional.

You'll engage clients, manage portfolios, and collaborate with top performers while benefiting from structured development programs and ongoing training.

Qualifications

• Bachelor's degree or equivalent skills and 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.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Communication skills

Collaboration

Entrepreneurial mindset

Education

Bachelor's degree or equivalent skills and work experience

Tools

SIE licensing

Series 7

Series 66

State Life & Health

Job description

Equitable Advisors in New York, NY seeks a Wealth Management Associate to develop client relationships, craft financial strategies, and advise on products and services. This in-office role emphasizes networking, licensing through FINRA, and mentorship to grow into a licensed financial professional.

You'll engage clients, manage portfolios, and collaborate with top performers while benefiting from structured development programs and ongoing training.