Wealth Management Associate - NY, New York (3636)
Equitable AdvisorsNew York, New York, United States
Posted December 27, 2025
Full Time
About the Company
Equitable Advisors is a national brokerage and registered investment advisory firm that empowers independent financial advisors to grow their practices on their own terms. Through a combination of national resources and local market support, the firm offers a "supported independence" model that lets advisors focus on client service while leveraging Equitable's technology, compliance, and research capabilities. The company also operates a specialized Retirement Benefits Group and a network of insurance agencies, providing a broad suite of wealth-management and retirement solutions. Equitable's inclusive culture and commitment to equal opportunity make it an attractive partner for advisors seeking both autonomy and the backing of a leading financial services organization.
Job Description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness.
Requirements
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Benefits
- Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement
- Stable Pay: $35,500 annually for up to 24 months
- Commissions and Bonus
- Benefits Eligibility: health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)