{"id":45800,"date":"2026-04-21T17:30:02","date_gmt":"2026-04-21T17:30:02","guid":{"rendered":"https:\/\/www.monmouth.edu\/career-development\/job\/wealth-management-associate-4\/"},"modified":"2026-07-26T08:23:58","modified_gmt":"2026-07-26T12:23:58","slug":"wealth-management-associate-4","status":"publish","type":"ch_job","link":"https:\/\/www.monmouth.edu\/career-development\/job\/wealth-management-associate-4\/","title":{"rendered":"Wealth Management Associate"},"content":{"rendered":"<p><strong>Equitable Advisors<\/strong> is dedicated to making a positive impact in the lives of\u00a0its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help\u00a0people achieve meaningful financial wellness.\u00a0In total, \u200b\u200bEquitable\u200b Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others.\u00a0If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.<\/p>\n<p>\u00a0<\/p>\n<p><strong>Role Highlights<\/strong><\/p>\n<ul>\n<li>\n<strong>Client Engagement:<\/strong>\u00a0Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking<\/li>\n<li>\n<strong>Financial Strategy Development:<\/strong>\u00a0Understand clients&#8217; financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance<\/li>\n<li>\n<strong>Product and Service Consultation:<\/strong>\u00a0Discuss financial products and services tailored to clients&#8217; unique situations<\/li>\n<li>\n<strong>Location:<\/strong> In-office presence required<\/li>\n<li>\n<strong>Work-Life Balance:<\/strong>\u00a0 Flexible schedule to maximize productivity and personal time<\/li>\n<\/ul>\n<p><strong>Skills &amp; Experience<\/strong><\/p>\n<ul>\n<li>\n<strong>Education:<\/strong>\u00a0Bachelor&#8217;s degree or equivalent skills and work experience<\/li>\n<li>\n<strong>Licensing:<\/strong>\u00a0State Life &amp; Health, SIE, Series 7, Series 66<\/li>\n<li>\n<strong>Personal Attributes:<\/strong>\u00a0values-driven with a track record of success and accomplishment<\/li>\n<li>\n<strong>Communication Skills:<\/strong>\u00a0excellent interpersonal and communication abilities with strong self-confidence<\/li>\n<li>\n<strong>Mindset:<\/strong>\u00a0entrepreneurial spirit with a desire to positively impact others&#8217; lives<\/li>\n<li>\n<strong>Collaboration:<\/strong>\u00a0ability to work with and learn from top performers<\/li>\n<li>\n<strong>Work Authorization:<\/strong>\u00a0must be authorized to work in the United States<\/li>\n<\/ul>\n<p><strong>Training &amp; Development<\/strong><\/p>\n<ul>\n<li>\n<strong>FINRA Sponsorship:<\/strong> provided for required FINRA licensing<\/li>\n<li>\n<strong>Preliminary Employment Period (PEP):<\/strong>\u00a0comprehensive 120-day hands-on training<\/li>\n<li>\n<strong>Professional Growth:<\/strong>\u00a0encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER\u2122 (CFP\u00ae), Chartered Financial Consultant (ChFC) and Equitable Advisors\u2019 own Credentialed Holistic Financial Coach program\u00a0<\/li>\n<li>\n<strong>Virtual University:<\/strong>\u00a0access to Equitable Advisors&#8217; Virtual University for continuous learning<\/li>\n<li>\n<strong>Mentorship:<\/strong>\u00a0opportunities for joint work and mentorship<\/li>\n<li>\n<strong>Personalized Coaching<\/strong>: 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<\/li>\n<li>\n<strong>Leadership Development:<\/strong>\u00a0access to Leadership Development School for those with management ambition<\/li>\n<\/ul>\n<p><strong>Compensation &amp; Benefits<\/strong><\/p>\n<ul>\n<li>\n<strong>Sign-On Payment Eligibility:<\/strong>\u00a0$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.<\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<ul>\n<li>\n<strong>Stable Pay:<\/strong>\u00a0After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable\u00a0pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $32,400 annually.<\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<ul>\n<li>\n<strong>Commissions and Bonus<\/strong>: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.<\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<ul>\n<li>\n<strong>Benefits Eligibility:\u00a0<\/strong>Eligible financial professionals can participate in our 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, as may be in effect from time to time.<\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<p><strong>Our Impact &amp; Culture<\/strong><\/p>\n<p>Equitable Advisors is committed to making a difference in the lives of its people and their communities.\u00a0We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like &#8220;1,000 Hours of Giving Back,&#8221;\u00a0sponsored by our Women\u2019s Network, and \u201cEquitable Excellence,\u201d\u00a0which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.\u00a0<\/p>\n<p>We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.<\/p>\n<p>Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI &amp; TN) is an equal opportunity employer.\u00a0 M\/F\/D\/V. GE-7814315.1(4\/25)(Exp.4\/29)<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_ch_employer_id":"13113","_ch_external_id":"10976579","_ch_location_state":"","_ch_location_city":"","_ch_is_ocr_job":"","_ch_expiration_date":"2026-07-31","_ch_apply_link":"https:\/\/monmouth.joinhandshake.com\/jobs\/10976579\/share_preview"},"ch_stakeholder":[],"ch_class_year":[],"ch_job_category":[86],"ch_career_skill":[],"ch_industry":[52,53],"class_list":["post-45800","ch_job","type-ch_job","status-publish","hentry","ch_job_category-full-time","ch_industry-business-finance-real-estate","ch_industry-communication-marketing-arts-entertainment"],"_links":{"self":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job\/45800","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job"}],"about":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/types\/ch_job"}],"wp:attachment":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/media?parent=45800"}],"wp:term":[{"taxonomy":"ch_stakeholder","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_stakeholder?post=45800"},{"taxonomy":"ch_class_year","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_class_year?post=45800"},{"taxonomy":"ch_job_category","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job_category?post=45800"},{"taxonomy":"ch_career_skill","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_career_skill?post=45800"},{"taxonomy":"ch_industry","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_industry?post=45800"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}