✦ Luna Orbit — Consulting & Advisory

Wealth Management Associate - NY, New York (5201)

at Equitable Holdings

📍 UNITED STATES-NY-New York Onsite Posted April 02, 2026
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Position Details

Type Full-Time
Experience entry
Exp. Years Not specified
Education Bachelor's degree or equivalent skills and work experience
Category Consulting & Advisory

About this role

Wealth Management Associate is an in-office, entry-level path within Equitable Advisors designed to develop licensing and financial advisory skills. The role emphasizes client engagement, portfolio management, and financial planning, with structured training and FINRA licensing sponsorship.

Key Responsibilities

  • Build and nurture client relationships through networking events and portfolio management
  • Understand clients' financial objectives and risk tolerance to devise personalized strategies
  • Product and service consultation: discuss financial products and services
  • Licensing and FINRA sponsorship through comprehensive 120-day training
  • Mentorship and coaching with local VP and access to Virtual University

Technical Overview

Licensing-focused financial services role with training via FINRA licenses; utilizes Virtual University for ongoing learning, and mentorship from senior leadership.

Ideal Candidate

The ideal candidate is an entry-level wealth management aspirant with a bachelor's degree, committed to earning FINRA licenses (SIE, Series 7, Series 66) and pursuing designations such as CFP or ChFC, through structured training and mentorship.

Must-Have Skills

Bachelor's degree or equivalent skills and work experienceState Life & HealthSIESeries 7Series 66Authorized to work in the United States

Nice-to-Have Skills

CFPChFCCERTIFIED FINANCIAL PLANNER™ (CFP®)Equitable Advisors Credentialed Holistic Financial Coach program

Required Skills

Bachelor's degree or equivalent skills and work experienceState Life & HealthSIESeries 7Series 66portfolio managementfinancial planningclient engagementFINRA sponsorshiplicensingmentoringvirtual universityleadership development

Hard Skills

Client engagementPortfolio managementFinancial strategy developmentLicensing (State Life & HealthSIESeries 7Series 66)FINRA sponsorshipVirtual UniversityMentorshipLeadership DevelopmentProfessional growth designations (CFPChFC)

Soft Skills

Interpersonal communicationSelf-confidenceEntrepreneurial spiritCollaboration

Certifications

Required

State Life & HealthSIESeries 7Series 66

Preferred

CFPChFC

Industry & Role

Industry Financial Services
Job Function Develop client relationships and financial planning capabilities to become a licensed wealth manager
Role Subtype Wealth management trainee

Keywords for Your Resume

wealth management associateequitable advisorssieseries 7series 66life & healthportfolio managementfinancial planningclient engagementfinra sponsorshippepvirtual universitymentorshipleadership developmentcfpchfccertified financial plannercertified holistic financial coachlicensing

Deal Breakers

Must be authorized to work in the United States

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