Jobs
>
New York City

    Wealth Management Associate - New York, United States - Equitable Advisors

    Equitable Advisors
    Equitable Advisors New York, United States

    5 days ago

    Equitable Advisors background
    Description

    Equitable Advisors is a respected wealth management firm with a proven track record in the

    industry. We are driven by our mission to help our clients secure their financial well-being

    providing them confidence to pursue long and fulfilling lives. We have a passion to make a

    positive impact on the futures of individuals and businesses by offering financial services and

    products that address their evolving financial needs throughout their lifetime.

    Our people

    Our Financial Professionals come from a variety of backgrounds including recent college grads,

    career crossovers and experienced financial professionals, yet they all share several key traits:

    demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking

    and possess a desire to shape and protect their future as well as those they serve.


    • We value and respect people of all backgrounds and focus on developing diverse talent

    and fostering an inclusive work environment


    • Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to

    participate in activities such as employee resource groups to our much-anticipated

    celebration of cultures and accomplishments at the annual Diversity Summit


    • Social impact and community engagement prosper thru our programs such as "1,000

    Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence"

    providing 200 college scholarships annually


    • Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

    Training and support

    Our entry level training curriculum is designed to empower you with the skills and tools needed

    for success: client relationship management, product knowledge, sales techniques, market

    development, role play and access to a full suite of remote-work technology solutions. You will

    also upskill from participating in local and national development programs as well as joint-work

    opportunities for a hands-on experience.

    Financial professionals at every level of experience are looking for continuing education and

    ways to expand their career by sharpening their skills. We encourage pursuit of professional

    designations including CERTIFIED FINANCIAL PLANNERTM (CFP) Professional and

    Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable

    Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life

    Planning platform.

    We also have management opportunities for those wanting to advance into leadership or just try

    it on in our Leadership Development School.

    Requirements


    • Applicants must be authorized to work in the United States


    • A four-year college degree is preferred but not required


    • We will help you navigate obtaining the required state licenses as well as sitting for the

    SIE which must be passed prior to onboarding


    • We will sponsor your pursuit of FINRA Series 7 and 66 registrations (to be completed on

    your own time but no later than within 240 days of joining)


    • Results-driven, highly motivated, self-starter who possesses integrity, a strong work

    ethic and the desire to help others plan for and protect their financial futures


    • Team player who possesses excellent interpersonal skills and communication abilities

    with a high degree of self-confidence


    • Ability to draw upon past/present experiences and acquaintances to develop markets

    and sustain long-term relationships

    Compensation and Benefits

    Entry level Financial Professionals start out in our Preliminary Employment Program ("PEP"),

    the first week of which is a 40 hour week of paid training. During this first week, you will be paid

    the hourly minimum wage for your location which will range from $ for the week.

    During PEP you will also have the opportunity to earn 100 percent of the commissions

    generated by you during PEP in accordance with the Company's commission schedules which

    vary depending on the financial product sold. The duration of PEP is a maximum of 240 days to

    meet the program requirements. After your first 90 days as a Preliminary Employment Program

    ("PEP") Prospective Associate, you will be eligible for medical insurance through our company sponsored Health Plan at your sole expense.

    Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial

    Professional and, in that role, you can choose to be compensated in one of two ways: You can

    decide to receive full commission plus bonus (30% bonus as a % of eligible paid first-year

    commissions) or an annual base salary of $24,000 with reduced commission. Commissions in

    both scenarios are calculated in accordance with the Company's commission schedules and

    vary depending on the financial product sold. The average earnings of a new Financial

    Professional in 2021 in their first full year following the Preliminary Employment Program was

    $62,000 and for those in the top quartile among first-year Financial Professionals it was

    $135,000.

    Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial

    Professional. As a 20th Edition Financial Professional, you would also be eligible to participate in

    a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical,

    dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with

    company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability

    Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program

    ("TRIP").

    Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve.

    We strive to deliver amazing customer experience while building long-term relationships that

    emphasize trust, guidance, and technology to deliver customized financial strategies to our

    clients.

    Securities offered through Equitable Advisors, LLC (NY, NY , member FINRA, SIPC

    (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. GE /23)(Exp.7/25)

  • UnitedHealth Group

    Associate Product Manager

    3 weeks ago

    UnitedHealth Group New York, United States

    Own creation, prioritization, and delivery of intranet roadmap. Review user requirements, interact with cross-functional teams, coordinate feature process. Manage governance, champion optimization, analyze data for trends and opportunities. ...

  • Indegene

    Associate Manager

    3 weeks ago

    Indegene New Jersey, United States

    Title: Associate Manager - Advanced Analytics · Date: 17 Apr 2024 Location: NJ, US · We are a technology-led healthcare solutions provider. We are driven by our purpose to enable healthcare organizations to be future-ready. We offer accelerated, global growth opportunities fo ...

  • Sia Partners

    Associate Manager

    1 week ago

    Sia Partners New York, United States

    Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in tur ...

  • Caleres Inc.

    Associate Account Manager

    1 week ago

    Caleres Inc. New York, United States Full time

    Overview · Since , Sam Edelman has been synonymous with aspirational luxury. Inspired by timeless American elegance, Sam Edelman's innate understanding of the customer translates conceptually into a modern lifestyle informed by rich heritage, creativity, and innovation. Sam Edel ...

  • Equitable Advisors

    Wealth Management Associate

    1 week ago

    Equitable Advisors New York, United States

    Primary Location: UNITED STATES-NYC-Manhattan · Organization: Equitable Advisors · Position: Wealth Management Associate · Description · At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors tha ...

  • BD

    Associate Territory Manager

    3 weeks ago

    BD New York, United States Full time

    Description · We are the makers of possible · BD is one of the largest global medical technology companies in the world. Advancing the world of healthTM is our Purpose, and it's no small feat. It takes the imagination and passion of all of us—from design and engineering to the ...

  • UNIQLO

    Associate Search Manager

    4 weeks ago

    UNIQLO New York, United States

    Company Overview: · Apparel that comes from the Japanese values of simplicity, quality and longevity. Designed to be of the time and for the time, LifeWear is made with such modern elegance that it becomes the building blocks of each individual's style. A perfect shirt that is al ...

  • Equitable Advisors

    Wealth Management Associate

    1 week ago

    Equitable Advisors New York, United States

    At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have fou ...

  • Equitable Advisors

    Wealth Management Associate

    1 week ago

    Equitable Advisors New York, United States

    Primary Location: UNITED STATES-NYC-Manhattan · Organization: Equitable Advisors · Position: Wealth Management Associate · Description · At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors tha ...

  • OMERS

    Associate, Asset Management

    3 weeks ago

    OMERS New York, United States Full time

    Why join us? · Are you looking to join an innovative, global real estate company who builds communities and connects people to exceptional places? If so, we would love to tell you our story. · At Oxford, our culture is truly one of a kind. Across business lines and around the wo ...

  • Red Ventures

    Associate Campaign Manager

    1 week ago

    Red Ventures New York, United States

    Red Ventures is seeing an Associate, Campaign Manager to join our Ad Operations Team. The Ad Operations team's primary goal is to grow global revenue in partnership with both direct sales and programmatic teams. Our team is a diverse, agile group of contributors that work diligen ...

  • The Ladders

    Associate Manager

    1 day ago

    The Ladders New York, United States

    Associate Manager (CPA) · Our client is a unique and highly specialized Accounting Advisory firm that partners with a variety of Fortune 1000 companies across all different industries to help them through their most complex and routine business scenarios. Think of them as an ext ...

  • American Eagl

    Associate Manager

    1 week ago

    American Eagl New York, United States

    ** Associate Manager - Todd Snyder Retail Marketing** · **** · New Position Summary · The Associate Manager Marketing will be responsible for operationalizing the Retail Global Marketing Plan. They will ensure executional excellence in all key programs and initiatives with the ...

  • Lockheed Martin

    Financial Management Associate

    3 weeks ago

    Lockheed Martin New Jersey, United States Full time

    Job Description · We are committed to work life balance by promoting this HYBRID TELEWORK opportunity. These job requirements allow the employee to work at a Lockheed Martin-designated office or job site for part of their schedule and has a predefined regular, recurring telework ...

  • Analytic Recruiting Inc.

    Associate - Management Consulting

    3 weeks ago

    Analytic Recruiting Inc. New York, United States

    A leading private equity firm launched by senior leaders from a big 4 consulting firm with a proven record of successfully transforming industrial technology companies is seeking an Associate - Management Consulting. This person will engage cross-functionally with exposure to the ...

  • Global Atlantic

    Investments Management Associate

    17 hours ago

    Global Atlantic New York, United States

    COMPANY OVERVIEW · Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset m ...

  • Magic Spoon

    Office Management Associate

    1 day ago

    Magic Spoon New York, United States Contract

    Magic Spoon reimagines your favorite childhood breakfast into a high-protein, grown up cereal to power your days. Since launching in 2019, we've become one of the fastest growing DTC brands, Forbes called us "the future of cereal", TIME Magazine named us in their Top 100 inventio ...

  • J. Crew

    Associate Manager

    4 days ago

    J. Crew New York, United States

    Our Story · Madewell is a community-driven clothing destination that champions creativity, inclusivity, and self-expression. With denim at the brand's core, Madewell also offers all the tenets of a great wardrobe, from easy tees and timeless outerwear to classic footwear and last ...

  • Siebert Financial

    Wealth Management Associate

    4 weeks ago

    Siebert Financial New York, United States

    Business Overview: · Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Siebert has been in business for over 55 years and maintains various off ...

  • JCREW

    Associate Manager

    3 weeks ago

    JCREW NEW YORK, United States Full time

    Our Story · We make timeless clothes that last a pair them with of-the-moment styles season after season, decade after decade. We think that distinct heritage pairs perfectly with modern design and fabric technology. We believe in feel-good color... Even if black or navy makes y ...