Wealth Management Associate — Training, Mentorship & Growth

Equitable Advisors; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

FINRA Sponsorship

Preliminary Employment Period (PEP)

Mentorship

Stable biweekly pay

Commissions and bonus

Benefits eligibility

Job summary

Equitable Advisors is seeking a Financial Professional in New York, NY with a focus on client engagement and strategy development. You will nurture relationships, assess client goals, and tailor financial plans while pursuing licensing in a structured training program.

The role is in-office with a clear path to growth, including FINRA licensing sponsorship, mentorship, and access to professional development resources.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health license, SIE, Series 7 and Series 66 required.
• Authorized to work in the United States.
• Strong communication and interpersonal abilities.

Responsibilities

• Engage clients and nurture relationships through networking events and portfolio reviews.
• Develop and communicate financial strategies aligned to client objectives and risk tolerance.
• Consult on financial products and services tailored to client needs.
• In-office presence required to build relationships and drive engagement.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Team collaboration

US work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Financial Professional in New York, NY with a focus on client engagement and strategy development. You will nurture relationships, assess client goals, and tailor financial plans while pursuing licensing in a structured training program.

The role is in-office with a clear path to growth, including FINRA licensing sponsorship, mentorship, and access to professional development resources.