Position Details

Type Full-Time

Experience mid

Exp. Years Not specified

Education Bachelor's degree or equivalent skills and work experience

Category Finance & Accounting

About this role

Wealth Management Associate at Equitable Holdings, helping clients achieve financial wellness through licensing, training, and structured development path.

Key Responsibilities

Client engagement and portfolio management; Understand clients' financial objectives and risk tolerance; Discuss financial products and services; In-office presence; FINRA licensing training and mentorship

Must-Have Skills

Bachelor's degree or equivalent skills and work experienceState Life & HealthSIESeries 7Series 66FINRA sponsorship

Required Skills

Portfolio managementFinancial strategy developmentProduct and Service ConsultationLicensingState Life & HealthSIESeries 7Series 66FINRA sponsorship

Hard Skills

Portfolio managementFinancial strategy developmentProduct and Service ConsultationLicensingState Life & HealthSIESeries 7Series 66FINRA sponsorship

Soft Skills

communicationinterpersonal skillscollaborationself-confidenceleadership

Certifications

Required

State Life & HealthSIESeries 7Series 66

Industry & Role

Industry Banking

Job Function Assist clients with financial planning and wealth-management services

Role Subtype wealth management associate

Keywords for Your Resume

wealth management associateny new yorkseries 7series 66siestate life & healthfinra sponsorshiplicensingportfolio managementfinancial planningin-officeequitable advisorsfinancial professionalswealth managementfinancial services

Deal Breakers

Must be licensed (Series 7/66, SIE, State Life & Health)

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