Entry-Level Wealth Management Associate – Retirement Benefits

Equitable Advisors; San Francisco (CA); On-site; USD 21,600 - 26,400; Part time

Benefits offered by this job

Comprehensive benefits including health, dental, and vision

401(k) and Employee Stock Purchase Plan

Flexible schedule

Mentorship opportunities

Job summary

A leading financial services organization is seeking a Wealth Management Associate in the Retirement Benefits Group in San Francisco, CA. The role emphasizes client engagement, education on diverse financial products, and implementation of appropriate services. A Bachelor's degree or equivalent experience is required, along with necessary licensing like Series 7 and Series 66. Join a dynamic team providing impactful retirement solutions. Comprehensive training and flexible scheduling offered.

Qualifications

• Must possess a Bachelor's degree or equivalent work experience.
• Licensed or ability to obtain necessary FINRA licenses.
• Strong communication skills and a mindset to help others.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services.
• Analyze and organize client data and maintain confidentiality.

Skills

Client Engagement

Communication Skills

Collaboration

Entrepreneurial spirit

Values-driven

Education

Bachelor's degree or equivalent work experience

Tools

State Life & Health

SIE

Series 7

Series 66

Job description

A leading financial services organization is seeking a Wealth Management Associate in the Retirement Benefits Group in San Francisco, CA. The role emphasizes client engagement, education on diverse financial products, and implementation of appropriate services. A Bachelor's degree or equivalent experience is required, along with necessary licensing like Series 7 and Series 66. Join a dynamic team providing impactful retirement solutions. Comprehensive training and flexible scheduling offered.