Wealth Management Associate - NY, New York (4055)
Equitable AdvisorsNew York, New York, United States
Posted December 30, 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. We are seeking a Wealth Management Associate to build and nurture client relationships through networking events and portfolio management.
Requirements
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66 licenses
- Excellent interpersonal and communication abilities
- Entrepreneurial spirit with a desire to positively impact others' lives
- Ability to work with and learn from top performers
Benefits
- Comprehensive benefits programs including health, dental and vision, 401(k)
- Employee Stock Purchase Plan (ESPP)
- Disability; life Insurance
- Transportation Reimbursement Incentive Program (TRIP)