Company Name: Equitable Advisors
Job Industry: Banking
Job Type: Full time
WorkPlace Type: On-Site
Location: New York, NY, United States
Required Candidates: 1
Job Description:

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have found that the Financial Professional opportunity with Equitable Advisors provides them with a rewarding career, not just a job.


We consider ourselves challengers, dreamers, and go-getters. Our commitment to helping people pursue what’s possible has never been stronger. Together, we guide clients forward with courage, strength, and wisdom — and support them in making the choices that lead to a fulfilled life – with our financial professionals as the cornerstone of our success.


Equitable Advisors: At a glance…


  • More than 2.8 million clients in total
  • More than $220 billion assets under management
  • More than 4,330 financial professionals nationwide
  • More than 190 Elite Advisor Group firms
  • 80 branch offices


The Greater New York Complex at Equitable Advisors is looking to expand. We are seeking a motivated and passionate Wealth Management Associate to join our #1 nationally ranked team in the company.


Key Responsibilities


  • Assist clients in planning for their financial futures--from paying for education to saving for retirement
  • Analyze financial information obtained from clients to determine strategies, financial products, and services to help clients meet their financial objectives
  • Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis
  • We utilize a variety of high-tech software platforms to connect you with prospective clients across different companies and industries in the U.S. and its territories
  • Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform)




  • Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
  • Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
  • Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes.
  • Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.


Required Qualifications


  • A four-year college degree is preferred but not required
  • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)


Please note: Interested candidates who do not possess the above licenses are still encouraged to submit an application. If necessary, the Greater New York Complex will support its selected Wealth Management Associate with attaining all or any remaining licenses prior to hire. The Complex will sponsor the examinations, facilitate an educational partnership with our in-office Director of Training and Development, and offer rewards for passing the examinations within an agreed-upon timeline.




Equitable Pay and Benefits: Equitable Total Rewards Program

As an Equitable Advisors’ Wealth Management Associate, you’ll be part of a recognized, respected company that offers:


  • Compensation you control and a complete benefits package
  • Personalized and comprehensive training and support in all areas important to building your business
  • Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
  • Ability to work jointly with senior joint-work partners and to be coached by top performers
  • Advancement and management opportunities
  • A work-life balance and access to a full suite of remote-work technology solutions


For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.


Equal Employment Opportunity Policy

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.


NOTE: Equitable participates in the E-Verify program.


If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.


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