Wealth Management Associate
Equitable Advisors
Wealth Management Associate – NJ, Secaucus (3937) 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. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors 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. Organization 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. Role Highlights 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. 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, Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. 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, empowering you to establish your career in wealth management. Stable pay is based on a structured 40‑hour workweek with $32,400 annually. 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 our 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, as may be in effect from time to time. 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. GE-7814315.1(4/25)(Exp.4/29) #J-18808-Ljbffr Equitable Advisors
$100k - $170k
...States Job Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their... ...found here. Job Info Job Identification 170693 Job Category Associate Posting Date 05/18/2026, 05:10 PM Locations New York, NY,...SuggestedFull timeTemporary workPart timeWork at office$100k - $170k
...with investment and advisory solutions across leading hedge fund managers, private credit funds, private equity funds, real estate... ...extend these global capabilities to the world’s leading sovereign wealth funds, pension plans, governments, financial institutions, endowments...SuggestedFull timeTemporary workPart time$104.7k - $174.5k
Wealth Management Sr Associate, Family Wealth Division page is loaded## Wealth Management Sr Associate, Family Wealth Divisionremote type: Hybrid Positionlocations: New York, NYtime type: Full timeposted on: Posted Todayjob requisition id: R85881# Overview:Wilmington Trust...SuggestedWork at office$115k - $125k
...Relationship Management Associate Blue Owl is a leading asset manager that is redefining alternatives. With over $315 billion in assets under... ...Associate (RMA) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment...SuggestedPermanent employmentWork at officeMonday to Friday$75k - $125k
...Wealth Management Associate Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions...SuggestedTemporary workWork experience placementLocal area$75k - $125k
POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients,...Temporary workWork experience placementLocal area- Equitable Advisors is seeking a Wealth Management Associate in Secaucus, NJ, dedicated to building client relationships and developing customized financial strategies. This role emphasizes networking and client engagement within a supportive culture, committed to making...Flexible hours
$80k - $86k
Bernstein Private Wealth Management in New York seeks an Associate to support Financial Advisors and enhance client relationships. The role includes a comprehensive training program and opportunities for advancement within the firm. Strong analytical and communication...$68k - $120k
Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, they support FAs / PWAs/team with developing financial plans...Temporary work- # Asset & Wealth Management, Private, Growth Platform Team, AssociateGoldman SachsAssociatePrivate EquityFull-timeLocationNew York, United... ...notifications when new job openings matching "Private Equity / Associate jobs in New York, United States" are published.## About This...
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- A leading financial services firm is seeking an Associate for its Asset Wealth Management Strategy team in New York. The successful candidate will be involved in strategic projects, conducting detailed analyses, and collaborating with senior management. A background in...
- # Asset & Wealth Management, Portfolio Strategy, AssociateGoldman SachsAssociatePrivate EquityOn-siteLocationNew York, United StatesDate PostedJune... ...when new job openings matching "Private Equity / Associate jobs in New York, United States" are published.## About This...
$90k - $160k
As a Managed Solutions Associate within the Managed Solutions Specialist Team, you will collaborate with Portfolio Managers, Strategists, and Due... ...in each region and channel (in Private Bank and U.S. Wealth Management) to understand respective priorities in order to...Worldwide- ...York, NY, United States Job Description J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private... ...senior executives. As an Asset Wealth Management Strategy, Associate within the Asset and Wealth Management Strategy team, you will...
- Asset & Wealth Management, Private Credit, Structured Corporate Credit, Associate, New York GOLDMAN SACHS ALTERNATIVES Goldman Sachs Asset Management is one of the world's leading asset managers with over $3.6 trillion in assets under supervision. As the primary investment...Flexible hours
$120k - $166k
Asset & Wealth Management - New York - Associate, Risk Governance - 9730155 New York, NY, United States Job Description Associate, Risk Governance with Goldman Sachs & Co. LLC in New York, NY. Assist in identifying, measuring, and managing investment risk of third‑party...- Goldman Sachs is exhibiting a Portfolio Strategy Associate role in New York, where you will be supporting asset allocation analysis and investment strategy within the Asset & Wealth Management division. The position will involve quantitative research and collaboration with...
$120k - $150k
Overview Join the Fund Management team within the Wealth Solutions platform as a key contributor supporting fund operations, client experience, and... ...with 57 years of unbroken profitability. Role As an Associate, you will serve as an integral member of the Fund Management...Temporary workWork from homeFlexible hours- A leading financial services company in New York is seeking a Wealth Management Associate to help clients with personalized financial planning. This role involves building a client base, educating clients about financial products using advanced tools, and managing client...
$104.7k - $174.5k
Overview: Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division , which serves the unique needs of Wilmington Trust’s largest and most complicated High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. The candidate...Work at office$85k - $160k
Goldman Sachs Group, Inc. in New York is seeking an Associate for Design Systems within the Wealth Management Product Design team. The role involves building and maintaining a component library for Wealth Management, requiring strong Figma proficiency and technical literacy...- Goldman Sachs Bank AG is hiring an Associate in New York for the US events team within Private Wealth Management. This role focuses on the strategy and execution of US-based events aimed at high-net-worth individuals. The ideal candidate will have a Bachelor’s degree, 3...
$80k - $86k
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth... ...service and support Comprehensive Development Program Associates will participate in a robust training program - The Associate...Temporary work- A leading global financial firm is seeking a highly analytical Associate to join its Wealth Management team in New York. This pivotal role involves supporting growth strategies and conducting competitor research to influence business decisions. The ideal candidate has a...
$100k - $160k
Asset & Wealth Management, Public Investing, Performance Strategy, Associate - New York New York, NY, United States Job Description Asset & Wealth Management Asset & Wealth Management (AWM) is the primary investing area within Goldman Sachs, bringing together traditional...Full timeTemporary workPart timeWork experience placementWork at office- ...Identification 210762584 Job Category Process Management Business Unit Consumer & Community... ...Advisor Onboarding Team for J.P. Morgan Wealth Management, which leads and manages the... ...on our vision. Advisor Onboarding Associate in the Advisor Onboarding Team for J.P....Full timeWork at officeShift work
$149k - $156k
Asset & Wealth Management - New York - Associate, Internal Product Specialists - 9406030 location_on New York, NY, United States Job Duties:Associate, Internal Product Specialists withGoldman Sachs & Co. LLC in, New York,New York.Preparation of custom presentations and...Full timeTemporary workWork experience placementWork at office$100k - $160k
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams...Full timeTemporary workPart time$175k - $225k
...Responsibilities Lincoln International is seeking Associates to join our rapidly growing M&A practice... ...confidential information memoranda and management presentations Interacting with senior... ...within Financial Services, FIG, Asset & Wealth Management M&A preferred Additional...Full timeCurrently hiringWork at officeRemote workWork visaMonday to ThursdayShift work
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