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Wealth Management Associate - NY, New York (5201) (Hiring Immediately)

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Equitable Holdings
πŸ“ new york, United-States
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Location new york
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Posted June 17, 2026
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Commute Local Area
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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. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
  • 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
  • ...

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πŸ“ Location Details

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City
new york
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Country
United-States
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Commute
Local Area

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