Wealth Management Associate Jobs in New York
Wealth Management Associate jobs in New York represent one of the most active and competitive markets in the country, with demand concentrated in private banking, asset management, and family office services at every level from entry-level through senior associate. The heaviest hiring is in New York City, White Plains, and Stamford-adjacent roles, where firms like Morgan Stanley, JPMorgan Chase, and UBS maintain large wealth management operations. The most in-demand specialties include high-net-worth client servicing, portfolio operations, and financial planning support. Find a role that fits below and apply directly.
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Showing 5 of 113+ Wealth Management Associate jobs
INTRODUCTION
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If 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.
ROLE HIGHLIGHTS
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
LOCATION
Location: In-office presence required
WORK-LIFE BALANCE
Flexible schedule to maximize productivity and personal time
BASIC QUALIFICATIONS
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
TRAINING & DEVELOPMENT
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: 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
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
COMPENSATION & BENEFITS
- 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. Stable pay is based on a structured 40-hour workweek with $32,400 annually.
- Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
- Benefits Eligibility: 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.
OUR IMPACT & CULTURE
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. 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.
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 & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
INTRODUCTION
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If 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.
ROLE HIGHLIGHTS
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
LOCATION
Location: In-office presence required
WORK-LIFE BALANCE
Flexible schedule to maximize productivity and personal time
BASIC QUALIFICATIONS
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
TRAINING & DEVELOPMENT
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: 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
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
COMPENSATION & BENEFITS
- 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. Stable pay is based on a structured 40-hour workweek with $32,400 annually.
- Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
- Benefits Eligibility: 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.
OUR IMPACT & CULTURE
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. 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.
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 & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
See All 113+ Wealth Management Associate Jobs in New York
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Find JobsWealth Management Associate Jobs by City in New York
Where New York roles are concentrated, by current openings.
Wealth Management Associate Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Oscar Health22
- Bank of America13
- Essen Health Care8
- NYU Langone Health7
Top Industries Hiring
- Healthcare & Medical Services30
- Banking & Financial Services13
- Investment & Asset Management12
- Science & Research9
- Education8
What New York Employers Look For
The qualifications that appear most often in wealth management associate jobs across New York.
- FINRA Series 7 and Series 66 licenses required or must be obtained within 90 days
- Bachelor's degree in finance, economics, business, or a closely related field
- One to three years of experience in wealth management, brokerage, or financial services
- Proficiency with CRM platforms and financial planning software such as Salesforce or eMoney
- Strong client communication skills with experience supporting high-net-worth relationships
- CFP candidacy or progress toward Certified Financial Planner designation preferred
Wealth Management Associate Jobs in New York: Frequently Asked Questions
How do you become a wealth management associate in New York?
Most wealth management associates in New York start with a bachelor's degree in finance, economics, or business and then obtain FINRA licensing, typically the Series 7 and Series 66, which are required by the Financial Industry Regulatory Authority and registered through the Central Registration Depository. New York does not impose a separate state-level wealth management license, but brokers must also register with the New York State Department of Financial Services. Earning a CFP designation strengthens competitiveness significantly.
How much do wealth management associates make in New York?
Wealth management associates in New York earn a median of about $166,400 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $76,190 for the lowest 10% to over $427,700 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth management associates in New York?
Employers hiring wealth management associates in New York right now include Oscar Health, Bank of America, and Essen Health Care, based on current listings on Migrate Mate as of June 2026. New York City's concentration of global banks, independent registered investment advisors, and family offices makes it one of the deepest hiring pools for this role in the country.
Which New York cities have the most wealth management associate jobs?
The cities with the most wealth management associate openings in New York are New York, Bronx, and Albany. New York City dominates because it is home to the headquarters and flagship offices of the country's largest banks, wirehouses, and independent advisory firms, while suburban markets like White Plains attract regional wealth management operations serving affluent Westchester and Connecticut clients.
Are there remote wealth management associate jobs in New York?
Yes, but they're less common than in purely analytical fields because the role often requires in-person client interaction and collaboration with licensed advisors. About 25% of wealth management associate openings tied to New York are remote or hybrid as of June 2026, with most flexibility concentrated in back-office and portfolio operations functions rather than client-facing positions.
How can I get hired as a wealth management associate in New York with little or no experience?
The most realistic entry path is through a financial services analyst or client service associate role at a New York wirehouse or regional bank, which provides on-the-job FINRA exam sponsorship and direct exposure to wealth management workflows. Firms like Morgan Stanley and JPMorgan Chase run formal new-associate programs in New York that onboard candidates without direct experience. Completing the Series 7 exam before applying, even without a sponsoring employer, demonstrates initiative and shortens the time to first placement.
Where can I find and apply to wealth management associate jobs in New York?
You can find and apply to wealth management associate jobs in New York on Migrate Mate, which lists current New York openings updated regularly. Find roles that fit your experience and credentials and apply directly to the employers posting them.
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