Equitable Advisors · 1 week ago
Wealth Management Associate - NM Resident
New Mexico, United States
Full-time
Hybrid
New Grad, Entry LevelEquitable Advisors is a respected wealth management firm dedicated to helping clients secure their financial well-being. The Wealth Management Associate will support clients by providing financial services and products tailored to their evolving needs, while also receiving training and support for professional development.
Financial Services
Hiring Manager
Vickie Shen
Qualification
Required
Recent college grads, career crossovers, and experienced financial professionals are welcome
Demonstrated patterns of success
Values driven
Entrepreneurial mindset
Knack for networking
Desire to shape and protect their future as well as those they serve
Ability to pursue FINRA registration requirements
Ability to navigate state licensing needs
Willingness to participate in entry-level training curriculum
Desire to pursue continuing education and professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC)
Interest in management opportunities and leadership development
Benefits
Health and dental coverage options
Vision care coverage
401(k) Plan with company match
Employee Stock Purchase Plan (ESPP)
Short- and Long-Term Disability Programs
Basic Group Life Insurance
Transportation Reimbursement Incentive Program (“TRIP”)
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
H1B Sponsorship
Equitable Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase