Equitable Advisors · 3 days ago
Wealth Management Associate
New York, NY
Full-time
Hybrid
New Grad, Entry Level
$24K/yr - $135K/yrEquitable Advisors is a respected wealth management firm with a proven track record in the industry. They are seeking a Wealth Management Associate to help clients secure their financial well-being and provide them with confidence to pursue fulfilling lives through tailored financial services and products.
Financial Services
Hiring Manager
Carissa Hatley
Responsibilities
Empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions
Upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience
Encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC)
Provide management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School
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 Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable))
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