Wealth Management Associate - NYC Growth & Licensing

Equitable Advisors; New York (NY); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership development

CFP/ChFC path

Sign-On bonus

Stable pay

Commissions & bonus

Benefits package

Job summary

Equitable Advisors seeks a Wealth Management Associate in NY to build client relationships, develop personalized financial strategies, and discuss tailored products and services. The role emphasizes in-office collaboration, licensing through FINRA sponsorship, and a structured training path.

The program includes a 120-day hands-on training, virtual university access, and mentorship from senior leaders to support growth and CFP/ChFC pathways.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and relationship-building abilities.
• Entrepreneurial mindset with drive to help clients.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Understand clients' objectives and risk tolerance to craft strategies.
• Discuss financial products and services tailored to client needs.

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Mindset entrepreneurial

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a Wealth Management Associate in NY to build client relationships, develop personalized financial strategies, and discuss tailored products and services. The role emphasizes in-office collaboration, licensing through FINRA sponsorship, and a structured training path.

The program includes a 120-day hands-on training, virtual university access, and mentorship from senior leaders to support growth and CFP/ChFC pathways.