Wealth Management Associate - NY, Albany, Buffalo, Rochester, Syracuse (3963)

Equitable • Buffalo, NY

9h • Onsite

About The Position

Equitable Advisors is seeking a Wealth Management Associate to help individuals and families pursue their financial goals. The role focuses on building client relationships, understanding each client's objectives and risk tolerance, developing personalized financial strategies, and discussing relevant financial products and services. An in-office presence is required, with a flexible schedule intended to support productivity and personal time.

The position includes a 120-day Preliminary Employment Period (PEP) with hands-on training, sponsorship for required FINRA licensing, access to the company's Virtual University, mentorship, and personalized coaching from a local Vice President. Financial professionals may pursue leadership development and professional designations. After successfully completing PEP, eligible professionals may receive biweekly stable pay for up to their first 24 months, based on a 40-hour workweek, and may also earn commissions and bonuses. Eligible professionals may participate in company benefit programs, subject to applicable terms and conditions.

Requirements

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, and Series 66 licenses; the company provides FINRA sponsorship for required licensing.
• Values-driven, with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities, with strong self-confidence.
• Entrepreneurial spirit and a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Nice To Haves

• Interest in pursuing professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), or Equitable Advisors’ Credentialed Holistic Financial Coach program.
• Management ambition and interest in Leadership Development School.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Maintain consistent client communication and track progress.
• Understand clients' financial objectives and risk tolerance to develop personalized strategies.
• Provide clear recommendations and guidance.
• Discuss financial products and services tailored to clients' situations.
• Participate in training, mentorship, and coaching as part of professional development.

Benefits

• Sign-on payment eligibility of $250–$1,000 after signing the PEP agreement, subject to the stated 120-day timeline and successful completion of company-sponsored required FINRA licenses and registrations.
• Biweekly stable pay of $33,400 annually, based on a structured 40-hour workweek, for up to the first 24 months after successfully completing PEP, subject to eligibility.
• Eligibility to earn commissions and bonuses.
• Eligible financial professionals may participate in health, dental, and vision benefits; 401(k); Employee Stock Purchase Plan (ESPP); disability and life insurance; and the Transportation Reimbursement Incentive Program (TRIP), subject to program terms and conditions.
• Wellness programs and employee resource groups.
• Access to training, mentorship, and personalized coaching.
• Access to Leadership Development School for those with management ambition.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level