Equitable Advisors
Wealth Management Associate - NY, Woodbury (2470)
Equitable Advisors, Melville, New York, us, 11775
Job Description – Wealth Management Associate – NY, Woodbury (2470)
Primary Location NY, Woodbury
Organization 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. Equitable Advisors serves 2.4 million clients nationwide. Our mission is to make a difference in the lives of others.
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.
Product and Service Consultation : Discuss financial products and services tailored to clients' unique situations.
Location : In-office presence required.
Work‑Life Balance : Flexible schedule to maximize productivity and personal time.
Qualifications
Education : Bachelor's degree or equivalent skills and work experience.
Licensing : State Life & Health, SIE, Series 7, Series 66.
Personal Attributes : values-driven with a track record of success and accomplishment.
Communication Skills : excellent interpersonal and communication abilities with strong self‑confidence.
Mindset : entrepreneurial spirit with a desire to positively impact others' lives.
Collaboration : ability to work with and learn from top performers.
Work Authorization : must be authorized to work in the United States.
Training & Development
FINRA Sponsorship : provided for required FINRA licensing.
Preliminary Employment Period (PEP) : comprehensive 120‑day hands‑on training.
Virtual University : access to Equitable Advisors' Virtual University for continuous learning.
Mentorship : opportunities for joint work and mentorship.
Personalized Coaching : training and guidance from a local Vice President throughout your journey.
Leadership Development : access to Leadership Development School for those with management ambition.
Professional Growth : encouragement to pursue professional designations such as CFP®, ChFC, Equitable Advisors’ Credentialed Holistic Financial Coach program.
Sign‑On Payment Eligibility : $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored FINRA licenses.
Stable Pay : After completing PEP, eligible to become a 20th Edition financial professional with biweekly stable pay for up to your first 24 months, based on a structured 40‑hour workweek with $34,500 annually.
Commissions & Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility : Eligible financial professionals can participate in comprehensive benefits programs including health, dental and vision, 401(k), ESPP, disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP).
Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking top talent and expanding our community of Financial Professionals. Applications are welcome at any time.
Equitable Advisors, LLC is an equal‑opportunity employer. M/F/D/V.
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Primary Location NY, Woodbury
Organization 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. Equitable Advisors serves 2.4 million clients nationwide. Our mission is to make a difference in the lives of others.
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.
Product and Service Consultation : Discuss financial products and services tailored to clients' unique situations.
Location : In-office presence required.
Work‑Life Balance : Flexible schedule to maximize productivity and personal time.
Qualifications
Education : Bachelor's degree or equivalent skills and work experience.
Licensing : State Life & Health, SIE, Series 7, Series 66.
Personal Attributes : values-driven with a track record of success and accomplishment.
Communication Skills : excellent interpersonal and communication abilities with strong self‑confidence.
Mindset : entrepreneurial spirit with a desire to positively impact others' lives.
Collaboration : ability to work with and learn from top performers.
Work Authorization : must be authorized to work in the United States.
Training & Development
FINRA Sponsorship : provided for required FINRA licensing.
Preliminary Employment Period (PEP) : comprehensive 120‑day hands‑on training.
Virtual University : access to Equitable Advisors' Virtual University for continuous learning.
Mentorship : opportunities for joint work and mentorship.
Personalized Coaching : training and guidance from a local Vice President throughout your journey.
Leadership Development : access to Leadership Development School for those with management ambition.
Professional Growth : encouragement to pursue professional designations such as CFP®, ChFC, Equitable Advisors’ Credentialed Holistic Financial Coach program.
Sign‑On Payment Eligibility : $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored FINRA licenses.
Stable Pay : After completing PEP, eligible to become a 20th Edition financial professional with biweekly stable pay for up to your first 24 months, based on a structured 40‑hour workweek with $34,500 annually.
Commissions & Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility : Eligible financial professionals can participate in comprehensive benefits programs including health, dental and vision, 401(k), ESPP, disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP).
Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking top talent and expanding our community of Financial Professionals. Applications are welcome at any time.
Equitable Advisors, LLC is an equal‑opportunity employer. M/F/D/V.
#J-18808-Ljbffr