Full-Time
Wealth Management Associate with Future Leadership Opportunity
FL Orlando, Mt. Dora, Kissimmee, Daytona Beach, And Melbourne
Equitable Holdings
1-10 employees
Financial services holding for retirement, protection.
No salary listed
H1B Sponsorship Available
Orlando, FL, USA
Remote
Bachelor's
 Finance & Banking (1) |
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- Complete 12 months as an entry-level Financial Professional while meeting licensing requirements including State Life and Health, Securities Industry Essentials, FINRA Series 7 and Series 66, and having a developed client base.
- Pass the FINRA Series 24 examination before stepping into leadership.
- Use past and present experiences and acquaintances to develop markets and sustain long-term relationships.
- Desire to help others plan for and protect their financial futures.
- Demonstrate self-confidence and a team-first attitude.
- Be authorized to work in the United States.
- Network to discover new talent to grow the team.
- Coach and train new Financial Professionals using prior experience.
- Collaborate with local leadership to strengthen organizational values, mission, and vision.
- Commit to personal and district goals consistent with branch and company strategy.
- Supervise activities to ensure compliance and brand standards are met.
- Foster diverse talent and enable an inclusive work environment.
- Build teams through culture and events.
- A four-year college degree is preferred but not required.
- Knowledge of the company's products and services.
- Opportunity to earn specialized designations such as Certified Financial Planner.
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's Take
What believers are saying
- Q2 2026 operating EPS reached $1.70, up 24% year over year.
- Record $1.2 trillion AUM and AUA arrived after $1.7 billion retirement net inflows.
- Management expects the Corebridge merger to close by year-end 2026 and boost EPS 10%+ by 2028.
What critics are saying
- Regulators still must approve the Corebridge deal, or closing slips beyond year-end 2026.
- Integration planning during 2026 can distract management and slow cross-selling before synergies land.
- If markets weaken sharply, Equitable's fee-driven AUM and merger accretion thesis both shrink fast.
What makes Equitable Holdings unique
- July 30, 2026 merger approval creates a $1.5 trillion retirement, wealth, and asset manager.
- Equitable's multi-channel distribution drove $2.0 billion wealth inflows and $0.8 billion asset inflows in Q2 2026.
- The company combines retirement, protection, and asset management under one national financial-advice platform.
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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 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 […]
Equitable Holdings reported second-quarter results with adjusted earnings per share of $1.70, beating analyst estimates of $1.64, though revenue of $3.73 billion missed expectations by 1.9%. The financial services company ended the quarter with record assets under management and administration of $1.2 trillion, up 10% year-over-year. CEO Mark Pearson attributed growth to positive net flows across Retirement, Wealth Management, and Asset Management segments, along with favourable equity markets. The company also returned substantial capital to shareholders during the period. Key analyst questions during the earnings call focused on integration planning for Equitable's pending merger with Corebridge, the timeline for cross-selling products post-merger, and details about a $12 billion commercial mortgage loan transfer to AllianceBernstein.
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.