Wealth Management Associate
About the job
- A bachelor's degree or equivalent skills and work experience.
- State Life & Health, SIE, Series 7, and Series 66 licenses or registrations are required.
- Must be authorized to work in the United States.
- Ability to work with and learn from top performers.
- The role calls for interpersonal and communication abilities, self-confidence, a track record of accomplishment, and an entrepreneurial mindset.
- Build and nurture client relationships through networking events and portfolio management, and ensure consistent communication and progress tracking.
- Understand clients' financial objectives and risk tolerance to develop personalized strategies and provide recommendations and guidance.
- Discuss financial products and services tailored to clients' individual situations.
- Professional designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and the company's Credentialed Holistic Financial Coach program are encouraged.
- Mentorship, joint work, and personalized coaching from a local Vice President are available.
- Leadership Development School is available to those with management ambition.
About the company
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
- 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.
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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
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.
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.
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.
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.
Equitable Holdings Inc. purchased a new stake in WEC Energy Group, Inc. (NYSE:WEC – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 9,122 shares of the utilities provider’s stock, valued at approximately $1,065,000. Other large investors have also recently modified their holdings of the company. Godfrey Financial Associates Inc. bought a […]