What are the responsibilities and job description for the Wealth Management Intern position at Equitable Advisors?
Equitable Advisors is seeking five part time intern(s) in Secaucus, NJ for Spring of 2026. Candidate must possess an interest in the financial advising industry and will be paired directly with one of our senior advisors.
Here at Equitable Advisors, we are challengers, dreamers, and go-getters with the passion and commitment to help people reach their financial goals. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. As an intern you will assist us in making this happen.
Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers the opportunity to preview the structured path to becoming a wealth manager.
Role Highlights
- Client Engagement: Student will support consistent communication and progress tracking for advisors, building client relationships through networking events and portfolio management
- Financial Strategy Development: Students will practice reviewing client assets and developing drafts of organized strategies to determine which financial products will best support the client’s goals
- Product and Service Consultation: Student will shadow advisors discussing financial products and services tailored to clients' unique situations
- Location: In-office presence required Monday thru Friday within the hours of 9 to 5pm
Qualifications
Skills & Experience
- Education: Must be enrolled in a degree program and graduating Spring 2026, Fall 2026, or Spring 2027
- Personal Attributes: Results-driven, highly motivated, self-starter who possesses integrity & a strong work ethic
- Communication Skills: Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
- Collaboration: Ability to work independently and as part of a team under tight deadlines
- Work Authorization: must be authorized to work in the United States
- Licensing: Not required for internship, but encouraged to obtain Life, Health, and SIE
Training & Development
- Virtual University: Access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: Daily opportunities for joint work and mentorship
- Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist work with you, offering valuable insights
- Leadership Development: Opportunities to work closely with finance teams and, in some cases, present key findings to senior leadership, which demonstrates leadership potential.
Compensation & Benefits
- This is a credit-bearing, UNPAID internship
- Opportunity to obtain licensure
- One-on-one mentorship
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V.