Wealth Management Associate - NJ, Secaucus (3831)
Equitable Advisors LLC
Job Description - Wealth Management Associate - NJ, Secaucus (3831) (19000014) Wealth Management Associate - NJ, Secaucus (3831) ( 19000014 ) Primary Location Organization 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. 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 Qualifications 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™ (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
- ...Equitable Advisors is looking for a Wealth Management Associate to join their team in Wall, NJ. This role involves engaging clients, developing customized financial strategies, and providing consultation on relevant financial products. Candidates should possess a Bachelor...Suggested
- ...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
- ...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
$32.4k
...A financial services company is seeking a Wealth Management Associate in Secaucus, NJ to engage clients, develop financial strategies, and consult on products. The ideal candidate has a Bachelor's degree, strong communication skills, and licenses including State Life &...Flexible hours- Equitable Advisors in Secaucus, NJ, is seeking a Wealth Management Associate. This role involves building client relationships, developing financial strategies, and providing tailored consultative services. Ideal candidates will have a Bachelor's degree, necessary financial...
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- ...client meetings • excellent communicator, with top-notch interpersonal skills About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment...Work experience placementFlexible hours
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...Job Title A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential... ...Job Info Job Identification 170693 Job Category Associate Posting Date 05/18/2026, 05:10 PM Locations New York,...Full timeTemporary workPart time- ...Job Summary As an Associate in the FinTech, Wealth, and Asset Management team, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating...Work experience placement
- ...A financial services firm in the United States is seeking a Wealth Management Associate to engage clients and develop personalized financial strategies. This role requires a Bachelor's degree and relevant FINRA licensing. The firm provides extensive training, mentorship...
- ...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 financial services firm in New York is seeking individuals to join as wealth managers. The role focuses on building client relationships, developing personalized financial strategies, and engaging in product consultations. Ideal candidates will possess a Bachelor's degree...
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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...Work at office$75k - $85k
Relationship Associate (Wealth Management)Skip to main contentWe respect the privacy of candidates for employment. The Privacy Notices set forth how we collect, use, and share the information you provide when applying for a position through this career site, including...Work at officeLocal areaFlexible hours3 days per week- # Asset & Wealth Management, Private Equity, Associate - Energy TransitionGoldman SachsAssociatePrivate EquityEnergyFull-timeLocationNew York, United StatesDate PostedMay 10, 2026RegionNew YorkStay ahead of the marketGet instant notifications when new job openings matching...
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...Asset & Wealth Management, Private, Growth Platform Team, Associate location_on New York, NY, United States GOLDMAN SACHS ALTERNATIVES Goldman Sachs Asset Management brings together traditional and alternative investments to provide clients around the world with a dedicated...Full timeTemporary workPart timeWork at office$34.5k
A leading financial services company is seeking a Wealth Management Associate in New York, NY. The role focuses on building client relationships, developing personalized financial strategies, and presenting tailored financial products. Candidates should have a Bachelor'...$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- # 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...
$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...Permanent employmentWork at officeMonday to Friday- A leading financial services company in New York is looking for a Wealth Management Associate to develop client relationships and create personalized financial strategies. Applicants should possess a Bachelor’s degree, relevant licensing, and excellent communication skills...Work at officeFlexible hours
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...Sachs Group is seeking a Business Development Professional in New York, New York, to support Private Wealth Advisors. This role focuses on client relationship management, portfolio analysis, and new client acquisition. Candidates should have a Bachelor's degree and 3+...$74k - $79.9k
Job Duties Associate, POT Client Services - Operations with Goldman Sachs Wealth Services, L.P. in Cohoes, New York. Conduct daily reconciliations for firm books and... ..., Finance, Mathematics, Marketing & Operation Management or related field. Two (2) years of experience in...Work at office- A leading financial advisory firm based in New York seeks a Wealth Management Associate to build client relationships and develop personalized financial strategies. The ideal candidate will possess a bachelor's degree and have strong communication skills. This role offers...
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A leading investment management firm in New York seeks a Global Change Manager to lead high-priority initiatives within its Asset & Wealth Management division. The role requires a minimum of 3 years of relevant experience, exceptional strategic thinking, and strong change...
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