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Wealth Management Associate Licensing Path
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-03
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: New York
A financial services firm based in New York is seeking a Wealth Management Associate to engage with clients and develop personalized financial strategies. The ideal candidate will possess a Bachelor’s degree and relevant FINRA licenses. The role offers excellent development opportunities, including mentorship and access to a comprehensive benefits package. Commitment to making a positive impact in clients’ lives is essential, along with communication skills and an entrepreneurial mindset.
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Position Requirements
10+ Years
work experience
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