Full-Time
Financial Professional
NY, New York
Updated on 8/12/2026
Equitable Holdings
1-10 employees
Financial services holding for retirement, protection.
Compensation Overview
$35.5k/yr
New York, NY, USA
In Person
Bachelor's
 Finance & Banking (1) |
|---|
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- A Bachelor's degree or equivalent skills and work experience is required.
- State Life and Health, Securities Industry Essentials, Series 7, and Series 66 licenses are required.
- Candidates must have a track record of success and accomplishment.
- Candidates must have interpersonal and communication abilities with self-confidence.
- Candidates must have an entrepreneurial spirit and a desire to positively impact others' lives.
- Candidates must be authorized to work in the United States.
- Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
- Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
- Discuss financial products and services tailored to clients' unique situations.
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
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Simplify's Take
What believers are saying
- Q2 2026 operating EPS rose 24% to $1.70, beating estimates on August 4.
- Retirement net inflows hit $1.7 billion and Wealth Management added $2.0 billion advisory inflows.
- Equitable returned $449 million to shareholders in Q2 2026, including $366 million repurchases.
What critics are saying
- Three stockholder lawsuits filed July 21, 2026 challenge merger disclosures and seek injunctions.
- The merger still needs regulatory approval and could slip past year-end 2026.
- The SEC already fined Equitable $50 million for misleading annuity statements, damaging trust.
What makes Equitable Holdings unique
- Equitable and Corebridge approved a $22 billion all-stock merger on July 30, 2026.
- Equitable controls $1.2 trillion AUM/A and $188.8 billion retirement assets, reinforcing scale.
- RGA reinsurance cut mortality exposure 75% and added $2 billion capital in 2025.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Employee Stock Purchase Plan
Flexible Work Hours
Wellness Program
Company News
Equitable Holdings reported Q2 2026 revenue of $3.73 billion, down 2% year-over-year, missing the consensus estimate of $3.8 billion by 1.92%. However, earnings per share came in at $1.70, beating the $1.66 estimate by 2.41% and significantly up from $1.10 in the prior-year quarter. The company showed strong performance across key metrics. Retirement net flows reached $1.68 billion, exceeding the $1.57 billion analyst estimate. Total retirement assets ended the period at $188.77 billion, above the $179.58 billion forecast. Asset Management assets under management totalled $905.50 billion, surpassing estimates of $873.61 billion. Wealth Management total assets under administration reached $140.59 billion versus $137.74 billion estimated. Despite the revenue miss, several segments demonstrated robust year-over-year growth, with Retirement investment management revenues up 126.2%.
Corebridge Financial reported a net loss of $16 million, or $0.04 per share, for Q2 2026. However, the company posted adjusted after-tax operating income of $512 million, with operating earnings of $1.12 per share. Premiums and deposits reached $9.1 billion. The company returned $412 million to shareholders, including $300 million in share repurchases. Holding company liquidity stood at $1.4 billion. Corebridge declared a quarterly dividend of $0.25 per share, payable on 30 September to shareholders of record as of 16 September. CEO Marc Costantini highlighted strong earnings and resilient sales. On 30 July, shareholders approved Corebridge's merger with Equitable Holdings. The company is now focused on executing the merger roadmap.
Zscaler holds a net cash position of $1.67 billion, representing 7% of its market cap. The company pioneered the "zero trust" approach and provides cloud-based security platforms connecting users, devices, and applications without traditional network-based security hardware. Two companies face more challenging positions. Equitable Holdings has $5.77 billion in net cash but experienced revenue growth of just 2.5% over five years. Its pre-tax profit margin fell by 13.3 percentage points over two years. First American Financial holds $41.8 million in net cash. The title insurance provider saw net premiums earned contract by 1.9% annually over five years, whilst book value per share grew only 2.8% annually during that period.
Equitable Holdings (EQH) has raised $120 million at a $1.45 billion valuation in a Series C round led by Ribbit Capital, with participation from Sequoia, Kleiner Perkins and new backer Emerson Collective. The stock has posted mixed returns, down 11% year-to-date and 16% over the past year, whilst showing gains over the past month and three months. Recent short-term momentum suggests improvement following a weaker period. Valuation signals are conflicting. The most followed analyst narrative suggests EQH is 26.5% undervalued with a fair value of $57.92, citing strategic capital actions and share repurchases. However, a discounted cash flow model indicates the stock trades well above its estimated cash generation value of $2.68, creating tension over which valuation framework is more realistic.
Equitable Holdings missed Wall Street's revenue expectations in Q1 but reported adjusted earnings per share of $1.62, beating analyst estimates of $1.61. Revenue reached $3.61 billion, a 7.3% miss against forecasts and down 4.5% year-on-year. CEO Mark Pearson called the quarter "momentous" due to the company's proposed merger with CoreBridge. Total sales increased 10% year-on-year, driven by strength in registered index-linked annuities, with $1.3 billion in net inflows. Key analyst questions focused on retirement segment spread sustainability, share buyback coordination during merger blackout periods, and merger synergy estimates. Management emphasised disciplined underwriting, capital efficiency, and competitive advantages in expanding distribution channels post-merger. The company's market capitalisation stands at $11.99 billion.