Wealth Management Professional
5 days ago
About Equitable Advisors
At Equitable Advisors, we're driven by our mission to help our clients secure their financial well-being and pursue long and fulfilling lives. We're a respected wealth management firm with a proven track record in the industry, and we're passionate about making a positive impact on the futures of individuals and businesses.
Our Culture
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 and our annual Diversity Summit. We also prioritize social impact and community engagement through programs like '1,000 Hours of Giving Back' and 'Equitable Excellence,' which provide college scholarships annually.
Training and Support
Our entry-level training curriculum is designed to empower you with the skills and tools needed for success, including client relationship management, product knowledge, sales techniques, market development, and remote-work technology solutions. You'll also have opportunities to upskill through local and national development programs and joint-work experiences.
Qualifications and Benefits
We're looking for results-driven, highly motivated individuals with a strong work ethic and a desire to help others plan for and protect their financial futures. As a Financial Professional, you'll have the potential to earn 100 percent of the commissions generated by you during our Preliminary Employment Program (PEP), and you'll be eligible for medical insurance, a 401(k) Plan, and other comprehensive benefit plans after successful completion of PEP.
Compensation and Career Growth
Our average earnings for new Financial Professionals in 2021 were $62,000, with top-quartile earners reaching $135,000 in their first full year. You'll also have opportunities for career growth and advancement, including management opportunities and professional designations like the CERTIFIED FINANCIAL PLANNERTM (CFP) professional and Chartered Financial Consultant (ChFC).
Join Our Team
We're an Equal Opportunity Employer and welcome applications from diverse candidates. If you're passionate about helping others achieve their financial goals and want to be part of a dynamic team, we encourage you to apply.
-
Wealth Management Professional
1 week ago
Melville, New York, United States NFP Full timeJoin Our Team as a Wealth Management ProfessionalWealthspire Advisors is a leading independent registered investment advisory firm with a strong commitment to a fiduciary business model. Our team is dedicated to connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each...
-
Wealth Management Professional
2 weeks ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeUnlock Your Potential as an Entry-Level Wealth AdvisorAre you passionate about helping individuals and families achieve their financial goals? Do you have a keen interest in wealth management and financial planning? We're seeking a talented Entry-Level Wealth Advisor to join our Melville team and embark on a rewarding career journey with us.Key...
-
Wealth Management Professional
18 hours ago
Melville, New York, United States Equitable Services Full timeWealth Management Associates at Equitable Advisors play a vital role in helping individuals plan for and protect their financial futures. With a passion for delivering customized financial strategies, our team is dedicated to providing exceptional customer experiences that emphasize trust, guidance, and technology. Whether you're just starting your career or...
-
Senior Financial Advisor
2 weeks ago
Melville, New York, United States Point Wealth Management Full timeAbout Point Wealth ManagementWe are a team of experienced wealth management professionals dedicated to providing exceptional service to our clients. Our mission is to help our clients achieve their financial goals through personalized guidance and strategic planning.Role OverviewWe are seeking a Senior Lead Financial Advisor to join our team. This role will...
-
Wealth Management Associate
4 days ago
Melville, New York, United States Equitable Services Full timeAbout the RoleWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a Wealth Management Associate, you will play a key role in helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and maintain strong relationships with clients...
-
Investment Operations Associate
4 weeks ago
Melville, New York, United States Point Wealth Management Full timeAbout Point Wealth ManagementAt Point Wealth Management, a team within Northwestern Mutual, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this promise, our team gets to live lives they are proud of, do work that excites and challenges them, and serve...
-
Investment Operations Associate
2 weeks ago
Melville, New York, United States Point Wealth Management Full timeAbout Point Wealth ManagementAt Point Wealth Management, we strive to deliver exceptional wealth management services while fostering a dynamic and rewarding environment for our employees. Our team is dedicated to helping high-net-worth individuals, business owners, and families achieve their financial goals through a relationship-oriented approach.Investment...
-
Wealth Management Associate
4 weeks ago
Melville, New York, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable 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 with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, focusing on the...
-
Wealth Management Advisor
2 weeks ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeUnlock Your Potential as an Entry-Level Wealth AdvisorAre you passionate about helping individuals and families achieve their financial goals? Do you have a keen interest in wealth management and financial planning? We're seeking an enthusiastic and ambitious Entry-Level Wealth Advisor to join our Melville team.Key Responsibilities:Provide expert guidance...
-
Investment Operations Specialist
4 weeks ago
Melville, New York, United States Point Wealth Management Full timeInvestment Operations AssociateAbout Point Wealth Management:We are a team within Northwestern Mutual, dedicated to delivering exceptional wealth management services to our clients. Our purpose is to empower our clients to make informed decisions that align with their values, while providing a supportive and challenging work environment for our team...
-
Wealth Management Associate
1 month ago
Melville, New York, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, focusing on the unique needs...
-
Wealth Management Associate
4 weeks ago
Melville, New York, United States Equitable Services Full timeAbout Equitable AdvisorsWe are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, addressing the evolving financial needs of our...
-
Investment Operations Specialist
4 weeks ago
Melville, New York, United States Point Wealth Management Full timeAbout Point Wealth ManagementWe are a team within Northwestern Mutual, dedicated to delivering exceptional wealth management services to our clients. Our purpose is to empower our clients to make informed decisions that align with their values, while providing a supportive and collaborative environment for our team members to grow professionally.Role...
-
Investment Operations Specialist
4 weeks ago
Melville, New York, United States Point Wealth Management Full timeInvestment Operations AssociateAbout Point Wealth Management:We are a team within Northwestern Mutual dedicated to delivering exceptional wealth management services. Our purpose is to empower our clients to make informed decisions that align with their values. We strive to create a supportive environment where our team members can grow professionally and...
-
Wealth Management Associate
1 month ago
Melville, New York, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, addressing the evolving...
-
Wealth Management Associate
1 month ago
Melville, New York, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, addressing the evolving...
-
Wealth Management Professional
3 days ago
Melville, New York, United States Equitable Holdings Full timeAbout Equitable AdvisorsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. Our passion is to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving...
-
Wealth Management Associate
4 days ago
Melville, New York, United States Equitable Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Equitable Advisors. As a Financial Services Professional, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial...
-
Wealth Management Associate
1 month ago
Melville, New York, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our TeamOur Financial Professionals come from a variety of backgrounds, including recent...
-
Wealth Management Associate
4 weeks ago
Melville, New York, United States Equitable Advisors LLC Full timeAbout Equitable Advisors LLCEquitable Advisors LLC is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We strive to make a positive impact on the futures of individuals and businesses by...