Wealth Management Associate (Entry-Level Training Provided)

Job Description

Job Description

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. 

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: New York City or Stamford, CT

Work-Life Balance: Flexible schedule to maximize productivity and personal time 

Skills & Experience : Coachability and wilingness to learn

Education: Bachelor's degree or equivalent skills and work experience 

Licensing: Ability to obtain State Life & Health, SIE, Series 7, Series 66 with the help of our training programs

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 

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 PLANNERTM (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program  

Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP 

Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management 

Commissions and Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. 

Benefits: Comprehensive benefits programs for eligible financial professionals 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. 

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. GE-7814315.1(4/25)(Exp.4/29)  

Equitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies.

Company Description

Equitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies.