Impactful Wealth Manager - Retirement Benefits

Equitable Advisors; Lorain (OH); Hybrid; USD 21,600 - 26,400; Full time

Benefits offered by this job

Comprehensive benefits programs

Flexible schedule

Mentorship opportunities

Job summary

A leading wealth management firm seeks a Wealth Management Associate to engage with clients, educate them on financial products, and implement tailored solutions. Responsibilities include growing client networks and servicing client needs with flexibility in work hours. Ideal candidates should have a Bachelor's degree, state licensing, and strong interpersonal skills. The role offers a base salary and bonus opportunities, along with comprehensive benefits like health insurance and mentorship programs.

Qualifications

• Must be authorized to work in the United States.
• Strong communication skills and self-confidence.
• Personal attributes should include collaboration skills.

Responsibilities

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

Skills

Excellent interpersonal and communication abilities

Values-driven with a track record of success

Entrepreneurial spirit

Ability to work with and learn from top performers

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health License

SIE License

Series 7 License

Series 66 License

Job description

A leading wealth management firm seeks a Wealth Management Associate to engage with clients, educate them on financial products, and implement tailored solutions. Responsibilities include growing client networks and servicing client needs with flexibility in work hours. Ideal candidates should have a Bachelor's degree, state licensing, and strong interpersonal skills. The role offers a base salary and bonus opportunities, along with comprehensive benefits like health insurance and mentorship programs.