E

Equitable Holdings

Financial services holding for retirement, protection.

Wealth Management Associate - Retirement Benefits Group, MN, Minneapolis

Full-Time
$24k/yr+ $250-$1,000 sign-on payment + Commissions + Bonus
Entry
Bachelor's
Minneapolis, MN, USA
In PersonWork is outside the office in local schools and municipalities.
Finance & BankingWealth Management & Financial Advisory

About the job

Requirements
  • A bachelor's degree or equivalent skills and work experience.
  • State Life and Health, SIE, Series 7, and Series 66 licensing.
  • Must be authorized to work in the United States.
  • A track record of success and accomplishment.
  • Interpersonal and communication abilities with strong self-confidence.
  • An entrepreneurial spirit and desire to positively impact others' lives.
  • Ability to work with and learn from top performers.
Responsibilities
  • Cultivate and expand a network within established markets.
  • Educate clients about financial products and services and tailor solutions to their needs.
  • Analyze and organize client data while ensuring confidentiality.
  • Prepare and implement appropriate financial products and services.
  • Work outside the office in local schools and municipalities.
Desired Qualifications
  • Opportunities for joint work and mentorship.
  • Pursue professional designations such as Certified Financial Planner, Chartered Financial Consultant, or the company's Credentialed Holistic Financial Coach program.
  • Access Leadership Development School for those with management ambitions.

About the company

E

Equitable Holdings

View
Website

Equitable Holdings provides financial services focused on retirement planning, life insurance, annuities, wealth and asset management. Its products work by pairing financial advice with a range of planning, protection, and investment solutions to help clients pursue long-term financial security. It stands out from competitors through a multi-channel distribution network and a broad set of integrated investment and protection offerings for individuals and institutions. Its goal is to help clients achieve financial well-being by delivering comprehensive guidance and tailored financial solutions.

Company Size

1-10

Company Stage

IPO

Headquarters

New York City, New York

Founded

1878

Get referred to Equitable Holdings

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Second-quarter 2026 net inflows reached $4.5 billion across Retirement, Wealth, and Asset Management.
  • Assets under management and administration hit a record $1.2 trillion on June 30, 2026.
  • August 2026 shareholder approval cleared the Corebridge merger, supporting scale and capital efficiency.

What critics are saying

  • July 2026 shareholder lawsuits targeted merger disclosures, delaying closing until regulators approve year-end 2026.
  • Second-quarter 2026 GAAP net loss was $453 million, exposing earnings quality weakness.
  • Corebridge integration plus regulatory scrutiny can distract management and derail promised 10%+ 2028 accretion.

What makes Equitable Holdings unique

  • September 2, 2026 bitcoin-linked SCS Premier annuity gives protected crypto exposure in retirement.
  • Equitable pioneered index-linked annuities in 2010, extending a first-mover retirement structuring advantage.
  • Corebridge merger keeps the Equitable brand, combining retirement, wealth, asset management, protection.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Retirement Plan
  • Employee Stock Purchase Plan
  • Flexible Work Hours
  • Wellness Program

Company News

Insurance Business
Oct 14th, 2026
The Hartford closes Equitable benefits deal, adding $500M in premium and a benefits platform.

The Hartford closes Equitable benefits deal, adding $500M in premium and a benefits platform. The Hartford acquires Equitable Holdings' employee benefits unit as the carrier race for SME scale and benefits administration technology intensifies Oct 14, 2026 The Hartford has announced the completion of its acquisition of Equitable Holdings' employee benefits business. The deal added approximately $500 million in premium and roughly 300 employees to its group benefits operations. The transaction, announced August 4, brought The Hartford a product portfolio of group life, disability, paid family and medical leave, supplemental health, dental, and vision, all focused on small and midsize employers. The closing price was not disclosed. During Equitable's second-quarter 2026 earnings call, CFO Robin Raju said the benefits unit had grown to serve more than 800,000 customers and generate approximately $500 million in premiums. It had still not become profitable, because it lacked sufficient scale. The Hartford is buying a customer base and technology platform that Equitable could not make profitable at that size, on the basis that its existing infrastructure can. Whether that thesis holds depends on integration. The technology was the point. The acquired business includes Equitable's employee benefits technology platform, which offers real-time API integrations designed to simplify enrollment and administration for brokers, employers, and employees. The Hartford described the technology as a material part of the acquisition rationale. Administration efficiency has become as consequential as premium volume in determining which SME benefits businesses can sustain their economics. Principal Financial Group closed its acquisition of Beam Benefits on September 1. Beam was a cloud-native, AI-powered ancillary benefits platform serving more than 25,000 small businesses. It generated approximately $175 million in premiums in 2025, as reported when the deal was announced. Two major carriers closed SME benefits technology acquisitions in the same quarter, both citing digital distribution and platform integration as central rationale. That is a pattern, not a coincidence. The profitability threshold Equitable named also sets a competitive marker. If $500 million in premium and 800,000 customers was not enough to turn a profit in SME benefits, smaller carriers and standalone platforms face a harder road ahead. Consolidation in this segment is likely to continue. Managing the transition. "By bringing our capabilities together, we are even better positioned to deliver the expertise, solutions and service that small and midsize businesses need to support their employees and achieve their goals," said Christopher Swift, chairman and CEO of The Hartford. Mike Fish, head of employee benefits at The Hartford, said the focus through integration would be on service continuity. "As we integrate these capabilities, we remain focused on providing our existing customers and brokers with the responsive service and support they expect from us," Fish said. The Hartford said the two companies will work together to support mutual customers through the transition. Rate guarantees, plan designs, and claims administration processes warrant direct confirmation rather than assumed continuity, a point raised at the time of the announcement and unchanged by the close.

Merchant's Eye
Oct 6th, 2026
Octane secures $1.4B forward-flow facility with New York Life, MetLife and institutional investors

Octane has closed a $1.4 billion forward-flow facility with New York Life, MetLife, and other institutional investors to fund consumer powersports and outdoor power equipment loans. This marks the fintech's largest forward-flow transaction to date. The agreement involves the purchase of fixed-rate installment loans originated by Roadrunner Financial, Octane's in-house lending arm. New York Life Investment Management acted as loan arranger and lead investor, with participation from MetLife Investment Management, Equitable, Pacific Life, and Victory Park Capital. This is Octane's third forward-flow partnership with life insurance providers. In 2026 alone, the company has secured approximately $3.4 billion in commitments. To date, Octane has sold or secured commitments for more than $6.3 billion in consumer loans through forward-flow and whole-loan programmes. The company reported 37% year-over-year growth in originations during the first half of 2026, surpassing $9 billion in total all-time originations.

MarketBeat
Sep 26th, 2026
Equitable reports $1.2T in assets, 25% EPS growth amid Corebridge merger plans

Equitable reported strong business momentum at its 2026 annual meeting, with assets under management and administration reaching a record $1.2 trillion as of 30 June, up 10% year over year. First-half 2026 non-GAAP earnings per share increased 25%. The company highlighted strategic moves including reinsuring 75% of its in-force life insurance block to RGA, increasing its AllianceBernstein stake, and acquiring Stifel Independent Advisors. President and CEO Mark Pearson discussed Equitable's planned merger of equals with Corebridge, which aims to create a more diversified financial services company spanning retirement, wealth management, asset management, and protection. Upon closing, Pearson will become executive chair whilst Marc Costantini will serve as CEO. Shareholders approved all three management proposals, including director elections and executive compensation.

Yahoo Finance
Sep 18th, 2026
Equitable adds bitcoin option to retirement annuity with downside buffers

Equitable Holdings has launched the industry's first bitcoin-linked option for a registered index-linked annuity. The SCS Premier option tracks the iShares Bitcoin Trust ETF, allowing retirement savers exposure to bitcoin with built-in downside protection. The product offers one-year segments with buffers of 10%, 15%, 20% and 40%, with allocations capped at 25% of contract value. Steve Scanlon, Equitable's Head of Individual Retirement, said the launch addresses investor interest in bitcoin whilst managing volatility concerns. In the second quarter of 2025, Equitable posted net inflows of $1.7 billion in Retirement, $2.0 billion in Wealth Management and $0.8 billion in Asset Management. Total assets under management and administration reached a record $1.2 trillion, up 10% year-on-year. The company reported a GAAP net loss of $453 million for the quarter, though non-GAAP operating earnings were positive at $488 million.

Insider Monkey
Sep 18th, 2026
Equitable (EQH) just put bitcoin inside a retirement annuity.

Equitable (EQH) just put bitcoin inside a retirement annuity. Published September 18, 2026 at 1:40 am EDT On September 2, Equitable Holdings (NYSE:EQH) added the industry's first bitcoin-linked investment option to a registered index-linked annuity, a striking move for products built around downside protection rather than crypto speculation. The new SCS Premier option tracks the iShares Bitcoin Trust ETF (NASDAQ:IBIT), giving retirement savers a way into bitcoin's swings without going all in. It is a bet that even conservative annuity buyers want a taste of crypto, as long as some of the risk is fenced off. Crypto meets the retirement account. Equitable has been here before. The company says it pioneered the first index-linked annuity back in 2010, and the SCS Premier expansion continues that pattern of moving first as investor tastes shift. The bitcoin option comes with one-year segments offering buffers of 10%, 15%, 20% and 40%, and allocations are generally capped at 25% of contract value, so clients get defined protection rather than open-ended exposure. Steve Scanlon, Equitable's Head of Individual Retirement, framed the launch as answering investors who are curious about bitcoin but wary of its volatility. The same update added Optimal Mix Segments, which spread money across multiple indices and weight the best performers at maturity, plus Dual Direction Downside Advantage segments that can turn a decline within the buffer into a gain worth twice the size of that drop. That product push sits on top of a business that is already growing. In the second quarter of 2026, Equitable posted net inflows of $1.7 billion in Retirement, $2.0 billion in Wealth Management and $0.8 billion in Asset Management, pushing total assets under management and administration to a record $1.2 trillion, up 10% from a year earlier. The company also returned $449 million to shareholders in the quarter and says it remains on track for a 60% to 70% payout ratio in 2026. Layered on top of that is the pending merger with Corebridge Financial, which shareholders approved on July 30, and which management expects will add more than 10% to earnings per share on a run-rate basis by year-end 2028. The losses underneath the growth. The headline numbers hide a rockier bottom line. Equitable reported a GAAP net loss of $453 million, or $1.68 per share, for the second quarter of 2026, even as non-GAAP operating earnings came in positive at $488 million. Book value per common share was negative $6.79 once accumulated other comprehensive income is included, and only turns positive, to $30.92, when the company's stake in AllianceBernstein is marked at fair value instead of book value. That gap shows how much the balance sheet still depends on interest rate marks and how the AB stake happens to be valued, rather than on cash results alone. The new bitcoin option carries its own limits. The 25% allocation cap suggests even Equitable is treating bitcoin exposure with caution inside a retirement product, and any decline beyond the stated buffer is absorbed entirely by the client, not the company. The Corebridge merger, meanwhile, has shareholder approval but still needs regulatory sign-off before it can close, leaving the promised earnings boost dependent on approvals still to come. Funds are quietly piling in. Hedge fund ownership of Equitable climbed from 42 funds to 49 in the most recent quarter, which reads as accumulating rather than fading interest. That accumulation comes alongside a forward price-to-earnings ratio of just 5.82, as of September 17, a multiple that prices in very little optimism given the growth Equitable just reported. The combination is worth noting: institutions are adding to positions in a stock the market is pricing as if little upside lies ahead, a disconnect that often narrows once GAAP results catch up with the non-GAAP story. What has to go right from here. Equitable is trying to do two hard things at once: launch a genuinely new kind of retirement product built on the most volatile major asset around, and close its largest deal in years. The inflows, the record assets under management and the shareholder-approved Corebridge merger all point toward a company executing on multiple fronts. But a GAAP net loss and a book value that depends on how AB is marked are reminders that reported profits have not yet caught up with the growth. If the bitcoin-linked annuity draws real demand and Corebridge closes on schedule, the growth case gets easier to make.