Wealth Management Associate - NJ, Secaucus (3937)
Equitable Advisors LLC
Job Description – Wealth Management Associate – NJ, Secaucus (3937) Role Highlights Client Engagement : Build and nurture client relationships through networking events and portfolio management, and 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. Qualifications 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™ (CFP®), 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. 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) #J-18808-Ljbffr
- ...Job Description Wealth Management Associate - NJ, Secaucus (3982) (2100000G) Primary Location Secaucus, NJ Organization Equitable Advisors Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial...SuggestedWork at officeLocal areaFlexible hours
- ...A leading financial services firm is seeking a Wealth Management Associate in Secaucus, NJ, to engage clients and develop personalized financial strategies. The ideal candidate holds a Bachelor's degree, has strong communication skills, and is values-driven. The role offers...SuggestedWork at office
- ...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...SuggestedFlexible hours
- ...A leading financial services firm in the United States is seeking a Wealth Management Associate in Secaucus, NJ. The ideal candidate will engage clients and develop tailored financial strategies while enjoying a flexible work-life balance. With requirements including a...SuggestedFlexible hours
- ...Description Job Description We are seeking a Senior Associate/early career level Manager that will partner with both client service leads and peers... ..., a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals...SuggestedWork at office
- ...will serve as the subject matter expert to deliver the value proposition of our new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the Chase Wealth Management and JP Morgan Advisors businesses,...Flexible hours
$104.7k - $174.5k
M&T Bank Corporation is seeking a Wealth Management Senior Associate for their Family Wealth Division in New York, NY. This hybrid role involves conducting advanced legal research, estate plan analysis, and providing strategic wealth planning support for High Net Worth...$74k - $79.9k
Asset & Wealth Management - Cohoes - Associate, POT Client Services - Operations - 3651225 location_on New York, United States Job Duties: Associate, POT Client Services - Operations with Goldman Sachs Wealth Services, L.P. in Cohoes, New York. Conduct daily reconciliations...Full timeTemporary workWork at office- A leading financial services firm is hiring a Wealth Management Associate in New York, NY. In this role, you will build client relationships, develop personalized financial strategies, and consult on financial products. Candidates should have a Bachelor’s degree, relevant...
$130k - $150k
...the combined power of our distinctive investment management capabilities, we provide a wide range of... ...stock purchase plan Job Description The Senior Associate will join Invesco’s Private Markets Product - US Wealth, Real Estate team, with primary responsibility for...Full timeWork experience placementWork at officeFlexible hours$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$100k - $170k
...States Job Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their... ...here. Job Info Job Identification 170693 Job Category Associate Posting Date 05/18/2026, 05:10 PM Locations New York, NY,...Full timeTemporary workPart timeWork at office- A leading financial services firm is seeking a Wealth Management Associate in New York, NY. This role involves building and maintaining client relationships, developing personalized financial strategies, and consulting on various financial products. Successful candidates...Work at office
- Asset & Wealth Management, Private Credit, Structured Corporate Credit - Associate, New York 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 area within Goldman Sachs...WorldwideFlexible 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...
- 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...
- ...areas Are you ready to make a meaningful impact in people’s lives, one financial plan at a time? Our client is seeking a Wealth Management Associate , who brings precision, initiative, and a client-first mindset to a vibrant, full-service advisory team. You will...Work at officeLocal areaFlexible hours
- TwinThread is seeking an Associate to join their FinTech, Wealth, and Asset Management team in New York City. This role involves participating in the full cycle of transactional execution, including preparing marketing pitches, financial analysis, and client presentations...
- An innovative AI wealth management startup based in New York is seeking a GTM Associate to help establish its go-to-market strategies. This hands-on role involves collaboration with sales, marketing and product teams to support the company's growth. Ideal candidates will...
$85k - $160k
YOUR IMPACT Equity Structuring is currently seeking an Associate to work as part of the Single Stock Structuring team with a focus... ...EQS) The Equity Structuring group ("EQS") sits within Private Wealth Management ("PWM") and delivers tailored equity-based solutions to...Full timeTemporary workPart timeWork at office$99.75k - $150k
...Wealth Management, Lending Policy & Guideline Manager As a Lending Policy & Guideline Manager in Wealth Management, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core leader, you are...- ...and live more. With over $366 billion in client assets under management, $38 billion in annual revenues, and more than $2.4 trillion life... ...for various financial planning strategies. This role is wealth management track, with the expectation that new representatives...Full timeContract workWork experience placementVisa sponsorship
$125k - $250k
...Vice President, Public Investing Management And Strategy A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers...Full timeTemporary workPart time- The Associate Designer, Denim will oversee the design process from conception to final prototype... ...skills Must be able to work towards and manage deadlines while shifting priorities... ...Details Full-time role located in Secaucus, New Jersey Hybrid work model includes in...Full timeSeasonal workWork at officeShift work
$58k - $115k
...Automation & Workflow Product Owner - Wealth Management Platforms Associate Location: Purchase We are looking for a dedicated individual to join our team as an Associate Product Owner within the Automation and Workflow Solution Squad. This critical position...Temporary workWork at officeWorldwideShift work$85k - $160k
YOUR IMPACT Alternative Capital Markets is seeking an Associate to join their team in New York City. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led...- Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management offers the opportunity to help clients across the... ...meaningful relationships with clients. Your Impact As an Associate within the Public Investing (PI) Management and Strategy team...Full timeTemporary workWork at office
- ...with global guidance Lead requirement intake calls with hiring managers and offer guidance on the recruitment processes, controls and... ...Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and...
$25 - $28 per hour
MOHR Talent is looking for a Customs Entry Writer in Secaucus, NJ. This fully onsite position involves processing import documentation, preparing... ...communication and organizational skills are essential for managing multiple priorities. A salary range of $25-$28 per hour is...Hourly pay$118.25k - $162k
Job Duties: Associate, Internal Product Specialists with Goldman Sachs & Co. LLC in New York... ...views, field client questions on managers and fund investments, and outline investment... ...and distribution channels (Private Wealth Management, Third Party Distribution, Institutional...Full time
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