Retirement Benefits Wealth Advisor

Equitable Advisors; Minneapolis (MN); Sur place; USD 65 000 - 100 000; Plein temps

Avantages offerts par ce poste

FINRA licensing sponsorship

Commissions and bonus

Health, dental, and vision insurance

401(k) plan

Employee Stock Purchase Plan

Résumé du poste

Equitable Advisors proudly presents a Wealth Management Associate role with the Retirement Benefits Group in Minneapolis. This position focuses on serving professionals in education, healthcare, and government, guiding retirement planning with licensed support and a client-first approach.

The program offers a structured path to financial advisory licensing, mentorship, and ongoing professional growth, while promoting flexible scheduling and a meaningful community impact.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• 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.
• Work Authorization: must be authorized to work in the United States.

Responsabilités

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our diverse financial products and services, illustrating how these solutions can be tailored 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: Flexible schedule to maximize productivity and personal time.
• Location: Working outside the office in local schools and municipalities.

Connaissances

Excellent interpersonal communication

Values-driven

Entrepreneurial mindset

Collaboration

Formation

Bachelor's degree or equivalent skills and work experience

Description du poste

Equitable Advisors proudly presents a Wealth Management Associate role with the Retirement Benefits Group in Minneapolis. This position focuses on serving professionals in education, healthcare, and government, guiding retirement planning with licensed support and a client-first approach.

The program offers a structured path to financial advisory licensing, mentorship, and ongoing professional growth, while promoting flexible scheduling and a meaningful community impact.