Entry Level Wealth Manager

Equitable

Entry Level Wealth Manager helping individuals and families with financial goals for Equitable Advisors. Build relationships and develop financial strategies to achieve wealth management success.

Posted 4/15/2026full-timeSecaucus • New Jersey • 🇺🇸 United StatesEntry Level💰 $33,400 per yearWebsite

About the role

Key responsibilities & impact

Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
Discuss financial products and services tailored to clients' unique situations.
Flexible schedule to maximize productivity and personal time.

Requirements

What you’ll need

Education: Bachelor's degree or equivalent skills and work experience.
Licensing: State Life & Health, SIE, Series 7, Series 66.
Work Authorization: must be authorized to work in the United States.

Benefits

Comp & perks

Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional.
Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program.
Opportunities for joint work and mentorship.
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed.
Access to Leadership Development School for those with management ambition.
Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client relationship managementnetworkingcommunicationprogress trackingfinancial strategy developmentpersonalized recommendationsguidance

Certifications

State Life & HealthSIESeries 7Series 66