Wealth Management Associate: Training, Licensing & Growth

Equitable Advisors; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Professional growth

Comprehensive benefits

Job summary

Equitable Advisors in New York, NY is seeking a Wealth Management Associate to engage clients and support portfolio management. You will build relationships, gather financial objectives, and contribute to personalized planning in a team-focused, in-office environment.

The role includes licensing pathways (State Life & Health, SIE, Series 7, Series 66), a structured training program, and opportunities for mentorship, growth, and CFP/ChFC designations as you advance toward becoming a licensed

Qualifications

• Education: Bachelor's degree or equivalent 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.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure 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

Skills

Communication skills

Networking

Entrepreneurial mindset

Team collaboration

Work authorization in US

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 engage clients and support portfolio management. You will build relationships, gather financial objectives, and contribute to personalized planning in a team-focused, in-office environment.

The role includes licensing pathways (State Life & Health, SIE, Series 7, Series 66), a structured training program, and opportunities for mentorship, growth, and CFP/ChFC designations as you advance toward becoming a licensed