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Office Wealth Management Associate — Licensing
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 leading financial services firm is seeking a Wealth Management Associate in New York, NY. This role involves building and maintaining client relationships, developing personalized financial strategies, and consulting on various financial products. Successful candidates will possess a Bachelor's degree, strong interpersonal skills, and must be authorized to work in the U.S. Comprehensive training and extensive support for licensing will be provided, making this an excellent opportunity for those passionate about financial wellness.
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Position Requirements
10+ Years
work experience
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