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Wealth Management Associate - NJ, Secaucus

Remote / Online - Candidates ideally in
Secaucus, Hudson County, New Jersey, 07094, USA
Listing for: Equitable
Remote/Work from Home position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Associate - NJ, Secaucus (5013)

Employer Industry: Wealth Management Firm

Why consider this job opportunity:

  • Opportunity to earn a competitive compensation package with options you control
  • Comprehensive benefits including health and dental coverage, 401(k) plan with company match, and employee stock purchase plan
  • Flexible work-life balance to align with your authentic self
  • Access to training and development programs, including support for FINRA licensing requirements
  • Opportunities for career advancement through leadership development programs
  • Commitment to diversity, equity, and inclusion within the workplace
  • What to Expect (Job Responsibilities):

  • Build and maintain client relationships to provide tailored financial strategies
  • Participate in training programs to develop skills in client relationship management and product knowledge
  • Engage in market development activities to grow your client base
  • Collaborate with colleagues in joint-work opportunities for hands-on experience
  • Pursue continuing education and professional designations to enhance expertise
  • What is Required (Qualifications):

  • Must be willing to pursue FINRA licensing requirements
  • Demonstrated patterns of success and an entrepreneurial mindset
  • Ability to network effectively and build relationships
  • Strong desire to make a positive impact on clients' financial futures
  • Commitment to diversity and fostering an inclusive work environment
  • How to Stand Out (Preferred Qualifications):

  • Previous experience in financial services or related fields
  • Pursuit of professional designations such as CERTIFIED FINANCIAL PLANNER (CFP) or Chartered Financial Consultant (ChFC)
  • Participation in community engagement or social impact initiatives
  • Experience with client relationship management tools and remote-work technologies
  • Background in leadership roles or interest in advancing into management positions
  • #J-18808-Ljbffr
    Position Requirements
    10+ Years work experience
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