Wealth Management Associate: Licensed Path
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-12
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
Location: New York
A leading financial services firm in New York is looking for a Wealth Management Associate to build strong client relationships and create tailored financial strategies. The ideal candidate will hold a Bachelor's degree, have excellent communication skills, and be licensed in state life and health, SIE, Series 7, and Series 66.
This role offers significant training, a flexible schedule, and the opportunity to impact the financial wellness of clients. Join us to make a positive difference in people’s lives.
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Position Requirements
10+ Years
work experience
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