Equitable Advisors · 1 day ago
Entry Level - Wealth Management
New York, NY
Full-time
Onsite
New Grad, Entry Level
$34K/yr - $34K/yrEquitable Advisors is dedicated to making a lasting, positive impact in the lives of clients, serving 2.4 million clients across the U.S. The role focuses on building client relationships and developing financial strategies tailored to individual needs.
Financial Services
Hiring Manager
Jason Gold, CFP®
Responsibilities
Client Engagement: Build and strengthen client relationships through networking, portfolio management, and consistent communication
Financial Strategy Development: Assess client goals and risk tolerance to craft tailored strategies and provide clear recommendations
Product & Service Consultation: Present solutions that align with each client’s unique financial needs
Qualification
Required
Bachelor's degree, or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66 licensing
Values-driven with a proven track record of success
Strong interpersonal skills with confidence in client interactions
Entrepreneurial spirit with a commitment to positively impacting lives
Ability to learn from and partner with top performers
Must be authorized to work in the United States
In-office presence required
Benefits
Comprehensive programs including health, dental, and vision insurance
401(k)
ESPP
Disability and life insurance
Transportation reimbursement (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
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
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