Full-Time
Wealth Management Associate
Equitable Holdings
1-10 employees
Financial services holding for retirement, protection.
No salary listed
Orlando, FL, USA + 4 more
More locations: Daytona Beach, FL, USA | Mt Dora, FL, USA | Kissimmee, FL, USA | Melbourne, FL, USA
In Person
 Finance & Banking (1) |
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- Four-year college degree preferred but not required
- Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
- Must pass FINRA Series 24 exam prior to stepping into leadership
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
- Desire to help others plan for and protect their financial futures
- Knowledge of our products & services
- High degree of self-confidence but team first attitude
- Authorized to work in the United States
- Networking to discover new talent to grow your team
- Coaching from your experience & training to develop new Financial Professionals
- Collaborating with local leadership to strengthen values, mission and vision
- Committing to personal and district goals consistent with branch and company strategy
- Supervisory skills ensuring compliance and brand are met
- Fostering diverse talent and enabling an inclusive work environment
- Teambuilding through culture and events
- Four-year college degree preferred but not required
- Opportunity to earn specialized designations such as Certified Financial Planner (CFP®)
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
Simplify's Take
What believers are saying
- Wealth Management hits $200 million earnings target early with $8.4 billion net inflows.
- RGA reinsurance deal frees $2 billion capital, cuts mortality risk 75%.
- Vanguard discloses 5.42% stake amid $18.9 billion revenue projection by 2029.
What critics are saying
- AllianceBernstein loses $11.3 billion in outflows from BlackRock ETF fee pressure.
- Elevated mortality claims post-RGA erode margins 5-10%, miss $1.8 billion cash target.
- Q4 2025 revenue misses $3.74 billion by 7.2%, continues four-quarter failure streak.
What makes Equitable Holdings unique
- Equitable Holdings combines 1859-founded Equitable Financial with AllianceBernstein for annuities and asset management.
- Pioneered Guaranteed Minimum Income Benefit and Registered Index-Linked Annuity products.
- Operates multi-channel distribution serving 12 million clients with $1.1 trillion AUM.
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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
Corebridge Financial, Inc. (NYSE: CRBG) and Equitable Holdings, Inc. (NYSE: EQH) today announced that they have entered into a definitive... Read More
Equitable Holdings reported record assets under management of $1.10 trillion for 2025, up 10% year over year, alongside a reinsurance deal with RGA that generated $2.00 billion in capital and reduced net mortality exposure by 75%. The company's Wealth Management segment achieved its $200 million annual earnings target two years ahead of schedule, with net inflows reaching $8.40 billion. The reinsurance transaction enhances financial flexibility for share buybacks and reduces balance sheet risk. Despite progress in fee-based, capital-light growth, Equitable faces challenges restoring consistent profitability after a loss-making 2025. Analysts project the company could reach $18.30 billion in revenue and $2.30 billion in earnings by 2028, requiring 9.5% annual revenue growth.
Equitable Holdings has raised assets under management and administration to a record $1.1 trillion, marking 10% year-over-year growth, the company reported on 5 February. The financial services firm generated $1.6 billion in organic cash during 2025 and projects this will increase to approximately $1.8 billion in 2026. The company's Wealth Management segment achieved its $200 million annual earnings target two years early, with $8.4 billion in net inflows representing 13% organic growth. Equitable completed a major life reinsurance transaction with RGA, creating $2 billion in capital and reducing net mortality exposure by 75%. However, elevated mortality claims limited annual operating earnings growth to just 1% over 2024, whilst AllianceBernstein recorded $11.3 billion in net outflows.
Equitable Holdings reported fourth-quarter earnings of $1.76 per share, narrowly beating the Zacks Consensus Estimate of $1.75 per share. This compares to earnings of $1.57 per share in the same period last year. The company posted revenues of $3.74 billion for the quarter ended December 2025, missing the consensus estimate by 7.2% and down from $3.95 billion a year ago. Equitable has failed to beat revenue estimates over the past four quarters and has surpassed earnings estimates only once during that period. Shares have declined 6.2% year-to-date, underperforming the S&P 500's 1.1% gain. The company currently holds a Zacks Rank of 4 (Sell), suggesting expected near-term underperformance.
Furthermore, Equitable Holdings appointed Greg Boosin as its new Chief Marketing Officer.