Wealth Management Associate

About the Role

Join Equitable Advisors as a Wealth Management Associate within the Retirement Benefits Group (RBG). This role offers a structured path to becoming a wealth manager through licensing and employment, with flexibility to design your work-life balance and achieve limitless income potential.

Key Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on diverse financial products and services, tailoring solutions to meet their unique needs.
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services.
• Work-Life Balance: Maintain a flexible schedule to maximize productivity and personal time.
• Location: Work outside the office in local schools and municipalities.

Requirements & Tech Stack

• Licensing: Must obtain State Life & Health, SIE, Series 7, and Series 66.
• Work Authorization: Must be authorized to work in the United States.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Personal Attributes: Values-driven with a track record of success and accomplishment.
• Communication Skills: Excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: Entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: Ability to work with and learn from top performers.

Training & Development

• FINRA Sponsorship: Provided for required FINRA licensing.
• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training.
• Virtual University: Access to Equitable Advisors' Virtual University for continuous learning.
• Mentorship: Opportunities for joint work and mentorship.
• Personalized Coaching: Guidance from a local Vice President.
• Leadership Development: Access to Leadership Development School for those with management ambition.
• Professional Growth: 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 company-sponsored FINRA licenses and enter PEP.
• Base Salary: Annual salary for eligible financial professionals.
• Commissions and Bonus: Eligible to earn commissions and bonus in addition to salary.
• Benefits: Comprehensive programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP).