Top 989 finance associate Jobs in greenpoint ny

Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Associate - Entry Level
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Analyst/Associate, Private Credit
Macquarie Group Limited —New York, NY
- $120,000 - $210,000 a year
- Full-time
- Research
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement
Experienced Associate – Investment Banking, Structured Products Origination
Cyber Guardian Consulting Group, LLC. —New York, NY
- $120,000 - $180,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Project Finance Associate Attorney
Orion Placement —New York, NY
- $260,000 - $435,000 a year
- Full-time
- Hybrid work
- Mid-level
- Negotiation
- Commercial
- Dental insurance
- Paid time off
Quick Apply
Financial Associate
Certified Financial Services, LLC —Paramus, NJ
- $24,000 - $750,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Financial Sales Associate
Center for Wealth Preservation a MassMutual Firm —Syosset, NY
- Email
- Hybrid work
- Background check
- Sales
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Restructuring & Leveraged Finance Associate
Leoforce —New York, NY
- $225,000 - $425,000 a year
- Mid-level
- 3 years
- Analysis skills
Quick Apply
14h
Real Estate Finance Associate
Leoforce —New York, NY
- $250,000 - $300,000 a year
- Mid-level
- 2 years
- Commercial
- Health savings account
- Paid holidays
Quick Apply
5d
Associate, Private Credit, Real Estate
Macquarie Group Limited —New York, NY
- $165,000 - $235,000 a year
- Full-time
- Writing skills
- Mid-level
- Commercial
- Paid parental leave
- Health savings account
5d
Associate, Private Credit, Infrastructure Debt Investment
Macquarie Group Limited —New York, NY
- $125,000 - $200,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
Analyst or Associate, Equity and Capital Solutions
Macquarie Group Limited —New York, NY
- $120,000 - $210,000 a year
- Full-time
- Mid-level
- Analysis skills
- 1 year
- Paid parental leave
- Health savings account
Analyst / Associate, Infrastructure and Energy Debt Advisory
Macquarie Group Limited —New York, NY
- $110,000 - $200,000 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
- Paid parental leave
- Health savings account
Senior Associate/VP, Credit (Fund Finance)
Macquarie Group Limited —New York, NY
- $138,000 - $186,000 a year
- Full-time
- 5 years
- Finance
- Analysis skills
- Paid parental leave
- Health savings account
Associate Credit Analyst
LG Electronics —Englewood Cliffs, NJ
- $60,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid parental leave
- Paid holidays
Quick Apply
Wealth Management Associate
Planning Alliance —Woodcliff Lake, NJ
- $110,000 - $125,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Dental insurance
Quick Apply
Esoteric ABF Associate
Selby Jennings —New York, NY
- $125,000 - $150,000 a year
- Full-time
- Mid-level
Quick Apply
7d

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Wealth Management Associate

Equitable Advisors -
New York, NY

Quick Apply

Job Details

Full-time
$35,500 - $125,000 a year

Benefits

Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

Customer communication
Teamwork
Series 66
Series 7
Bachelor's degree
Securities Industry Essentials
Practicing in the securities industry

Full Job Description

Wealth Management Associate

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: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

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 $34,500 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)

Job Type: Full-time

Pay: $35,500.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

Ability to Commute:

New York, NY 10104 (Preferred)

Ability to Relocate:

New York, NY 10104: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in greenpoint ny

Wealth Management Associate

Wealth Management Associate

Wealth Management Associate

Wealth Management Associate - Entry Level

Analyst/Associate, Private Credit

Associate Manager, Financial Planning

Experienced Associate – Investment Banking, Structured Products Origination

Project Finance Associate Attorney

Financial Associate

Financial Sales Associate

Restructuring & Leveraged Finance Associate

Real Estate Finance Associate

Associate, Private Credit, Real Estate

Associate, Private Credit, Infrastructure Debt Investment

Analyst or Associate, Equity and Capital Solutions

Analyst / Associate, Infrastructure and Energy Debt Advisory

Senior Associate/VP, Credit (Fund Finance)

Associate Credit Analyst

Wealth Management Associate

Esoteric ABF Associate

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