Wealth Management Associate

Description:

Equitable Advisors, a nationwide leader in financial planning and investment services, is seeking Wealth Management Associates to join their team in New York, NY. This full-time, on-site position offers a unique opportunity for motivated individuals to build a rewarding career in wealth management and financial planning through structured training, mentorship, and hands-on client engagement.

With a network of over 4,300 financial professionals and a mission to promote financial wellness, Equitable Advisors is committed to positively impacting the lives of individuals and families. This role is ideal for candidates passionate about helping clients achieve long-term financial goals while growing professionally in a collaborative and purpose-driven environment.

Key Responsibilities:

• Client Engagement: Build and maintain relationships through networking and personalized portfolio management. Engage clients regularly to track financial progress and provide strategic updates.

• Financial Strategy Development: Develop tailored financial strategies based on clients' needs, goals, and risk tolerance. Offer informed recommendations and clear financial planning guidance.

• Product & Service Consultation: Guide clients on a wide range of investment and insurance products suited to their financial situations.

• Work Environment: On-site presence required with a flexible schedule that supports productivity and work-life balance.

Qualifications:

• Education: Bachelor’s degree or equivalent experience

• Licensing (preferred or obtainable):

  • State Life & Health

  • SIE

  • Series 7

  • Series 66

  • Sponsorship for FINRA licensing is available

• Key Attributes:

  • Strong interpersonal and communication skills

  • Entrepreneurial spirit with an impact-driven mindset

  • Values-driven with a demonstrated history of achievement

  • Willingness to learn from top performers and collaborate with peers

• Work Authorization: Must be legally authorized to work in the United States

Training & Development:

• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training program

• Virtual University: Access to Equitable Advisors’ internal educational platform

• Mentorship: One-on-one guidance from a local Vice President

• Professional Designations Support: Encouraged and supported toward CFP®, ChFC®, and Holistic Financial Coach certifications

• Leadership Opportunities: Access to Leadership Development School for those interested in management roles

Compensation & Benefits:

• Sign-On Payment: $250–$1,000 after signing the PEP agreement and completing licensing milestones within 120 days

• Stable Pay: $34,500 annually during the first 24 months post-PEP (based on 40-hour workweeks)

• Additional Earnings: Eligibility for commission and performance-based bonuses

• Comprehensive Benefits: Health, dental, vision, life insurance, disability, 401(k), Employee Stock Purchase Plan (ESPP), and a Transportation Reimbursement Incentive Program (TRIP), subject to program terms

Impact & Culture:
Equitable Advisors fosters a diverse and inclusive culture driven by purpose and community engagement. Programs like “1,000 Hours of Giving Back” and “Equitable Excellence” scholarship initiative demonstrate the firm’s strong commitment to social impact. Employees enjoy wellness initiatives, ERGs, and a supportive work environment focused on making a difference.

Workplace Type:
On-site