Equitable · 3 months ago
Wealth Management Associate - NY, New York (5201)
UNITED STATES-NY-New York
Full-time
Onsite
New Grad, Entry Level
$34K/yr - $34K/yrEquitable Advisors is dedicated to making a positive impact in the lives of its clients. The Wealth Management Associate role focuses on building client relationships, developing financial strategies, and consulting on financial products tailored to clients' needs.
BankingConsultingFinancial Services
Responsibilities
Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Discuss financial products and services tailored to clients' unique situations
In-office presence required
Flexible schedule to maximize productivity and personal time
Qualification
Required
Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66 licensing
values-driven with a track record of success and accomplishment
excellent interpersonal and communication abilities with strong self-confidence
entrepreneurial spirit with a desire to positively impact others' lives
ability to work with and learn from top performers
must be authorized to work in the United States
Benefits
Health
Dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase