Wealth Management Associate
Equitable Advisors
New York City Metropolitan Area0–2 yrs19m agovia LinkedIn
Posted 13 Nov 2026, 17:27 ET
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- Networking
- Work
- On-site in New York City Metropolitan Area
- Bond
- Required, length not stated
- Pay
- Not stated by the employer.
- Skill demand
- Networking7%of 100 similar entry-level jobs posted in the US this week
- Listed
- Nov 13, 2026 · still open
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About the Role
Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Key Responsibilities
- 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.
Requirements & Tech Stack
- Location: In-office presence required.
- Work Authorization: Must be authorized to work in the United States.
Qualifications
- Education: Bachelor's degree or equivalent skills and work experience.
- Licensing: State Life & Health, SIE, Series 7, Series 66.
- Personal Attributes: Values-driven with a track record of success and accomplishment.
- Communication Skills: Excellent interpersonal and communication abilities with strong self-confidence.
- Mindset: Entrepreneurial spirit with a desire to positively impact others' lives.
- Collaboration: Ability to work with and learn from top performers.
Training & Development
- FINRA Sponsorship: Provided for required FINRA licensing.
- Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training.
- Virtual University: Access to Equitable Advisors' Virtual University for continuous learning.
- Mentorship: Opportunities for joint work and mentorship.
- Personalized Coaching: Benefit from the training and guidance of a local Vice President.
- Leadership Development: Access to Leadership Development School.
- Professional Growth: Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.
Compensation & Benefits
- Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement.
- Stable Pay: Biweekly stable pay for up to the first 24 months, at $35,500 annually.
- Commissions and Bonus: Eligible to earn commissions and bonus in addition to Stable Pay.
- Benefits Eligibility: Comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP).