Position Details
About this role
Wealth Management Associate at Equitable Advisors supports client engagement and portfolio management with in-office presence and licensing pathways. The role emphasizes finance knowledge and licensing progression (SIE, Series 7, Series 66) in a collaborative setting in Melville, NY.
Key Responsibilities
- Client engagement: build relationships through networking and portfolio management
- Financial strategy development: tailor objectives and risk tolerance
- Product and service consultation: discuss financial products
- FINRA licensing sponsorship: participate in licensing process
- Mentorship and leadership development participation
Technical Overview
Technical scope centers on financial services and licensing processes rather than software development; strong emphasis on client relationship management and FINRA compliance.
Ideal Candidate
The ideal candidate is an entry-level wealth management candidate with a bachelor’s degree and required FINRA licenses, ready to grow through in-office training and licensing in a strong financial services environment.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Preferred
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of required FINRA licenses (SIE, Series 7, Series 66), Not authorized to work in the United States, No bachelor's degree or equivalent
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