Wealth Management Associate

About the Role

Equitable Advisors, a leader in the wealth management industry, is seeking an Associate to join its specialized team, The Retirement Benefits Group (RBG). This role focuses on addressing the retirement needs of professionals in sectors such as education, healthcare, and government. The company offers a structured path for professional development, including licensing and employment, to become a wealth manager.

Key Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on diverse financial products and services and tailor solutions to meet unique needs.
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, and prepare and implement appropriate products & services.

Requirements & Tech Stack

• State Life & Health, SIE, Series 7, Series 66 licensing.
• Bachelor's degree or equivalent skills and work experience.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Qualifications

• Values-driven with a track record of success and accomplishment.

Training & Development

• FINRA Sponsorship provided for required licensing.
• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training.
• Access to Equitable Advisors' Virtual University for continuous learning.
• Opportunities for joint work and mentorship.
• Personalized coaching from a local Vice President.
• Access to Leadership Development School for those with management ambition.
• Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and Equitable Advisors’ own Credentialed Holistic Financial Coach program.

Compensation & Benefits

• Sign-On Payment: Based on time to complete FINRA licenses and enter PEP.
• Base Salary: Annual salary for eligible financial professionals.
• Commissions and Bonus: In addition to salary, eligible for commissions and bonus.
• Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP).

Work-Life Balance & Location

• Flexible schedule to maximize productivity and personal time.
• Work outside the office in local schools and municipalities.