Equitable Advisors · 7 hours ago
Wealth Management Associate
NYC Metro Area
Full-time
Onsite
New Grad, Entry LevelEquitable Advisors is a respected wealth management firm dedicated to helping clients secure their financial well-being. The Wealth Management Associate role involves providing financial services and products, building client relationships, and pursuing professional development opportunities.
Financial Services
Hiring Manager
Nicholas Howard
Responsibilities
Help clients secure their financial well-being
Provide financial services and products that address evolving financial needs
Participate in local and national development programs
Navigate obtaining required state licenses
Pursue professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC)
Develop markets and sustain long-term relationships
Qualification
Required
Applicants must be authorized to work in the United States
We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding
We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding
Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Preferred
A four-year college degree is preferred but not required
Benefits
Health
Dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
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