Wealth Management Associate - NY, New York (4055)

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

Wealth Management Associate - NY, New York (4055)

Join to apply for the Wealth Management Associate - NY, New York (4055) role at Equitable Advisors.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills & Experience

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

Training & Development

• FINRA Sponsorship: provided for required FINRA licensing.
• Preliminary Employment Period (PEP): comprehensive 120-day hands‑on training.
• Virtual University: access to Equitable Advisors' Virtual University for continuous learning.
• Mentorship: opportunities for joint work and mentorship.
• Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed.
• Leadership Development: access to Leadership Development School for those with management ambition.
• Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.

Compensation & Benefits

• Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored required FINRA licenses and registrations.
• Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, with an annual salary of $34,500 based on a structured 40‑hour workweek.
• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
• Benefits Eligibility: Eligible financial professionals can participate in comprehensive benefits programs including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline, ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Primary Location

UNITED STATES - NY - New York