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Financial Advisor/Analyst

Job

Equitable Advisors

Huntingtn Sta, NY (In Person)

Full-Time

Posted 2 weeks ago (Updated 1 week ago) • Actively hiring

Expires 7/12/2026

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Job Description

Job Overview A successful wealth management team is seeking a highly analytical and motivated investment professional to join our team. As a dedicated Investment Professional, you will conduct deep due diligence and construct customized portfolios for our high-net-worth (HNW) clients. This role bridges the gap between sophisticated investment analysis and client-facing wealth planning. Key Responsibilities
  • Portfolio Management & Construction:
    Develop, implement, and monitor customized investment portfolios (equities, fixed income, alternatives) aligned with client risk tolerance, tax considerations, and long-term financial plans.
  • Market Analysis & Due Diligence:
    Conduct ongoing market analysis, evaluate investment opportunities, and perform due diligence on investment vehicles (mutual funds, ETFs, alternative investments).
  • Client Engagement & Advice:
    Actively participate in client meetings to discuss portfolio performance, market outlook, and investment strategies, translating complex data into understandable, actionable advice.
  • Oversee portfolio rebalancing, tax-efficient trading, and cash-flow management for client accounts.
•
Compliance & Reporting:
Monitor investment risk exposures, ensure portfolios comply with firm policies and regulatory requirements, and prepare performance reporting. This is a full-time position located in Melville. Salary is commensurate with experience. Series 7 and 66 (or 63/65) is required. All registrations will be held with Equitable Advisors, LLC. The opportunity is that of a financial professional with Equitable Advisors, LLC and Equitable Network, LLC and is subject to the individual successfully satisfying a background check. Equitable Advisors, LLC, member
FINRA, SIPC
(Equitable Financial Advisors in MI and TN), a broker-dealer; Equitable Advisors, LLC, an SEC registered investment advisor and affiliate, Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc). Equitable Advisors, LLC is an equal opportunity employer.
M/F/D/V. AGE-8924806.1
(5/26) (exp 5/30)
Qualifications:
Required Qualifications and Skills
  • Experience in portfolio management, investment research, or wealth management.
  • Advanced understanding of asset allocation, valuation techniques, and market trends.
  • Proficiency in financial software (e.g., FactSet, Bloomberg, Morningstar, Orion).
  • Excellent communication skills, with the ability to explain complex financial concepts to clients.
  • Strong ethical standards