Retirement Benefits Wealth Advisor

Equitable Advisors; Springfield (IL); Vor Ort; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

FINRA sponsorship

Mentorship

Virtual University

Commissions and bonus

Health benefits

401(k)

Zusammenfassung

Equitable Advisors' Retirement Benefits Group in Illinois seeks a Wealth Management Associate to serve educators, healthcare and government professionals. You will engage clients, educate them on tailored financial products, and implement solutions while working with local schools and municipalities.

We offer a structured development path to becoming a wealth manager through licensing, hands-on training, mentorship, and access to our Virtual University.

Qualifikationen

• Bachelor's degree or equivalent skills and work experience.
• Must be authorized to work in the United States.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and interpersonal abilities with self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.

Aufgaben

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our diverse financial products and services.
• 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.

Kenntnisse

Communication skills

Interpersonal skills

Entrepreneurial mindset

Collaboration

Self-confidence

Networking

Ausbildung

Bachelor's degree or equivalent

Tools

Licensing: SIE, Series 7, Series 66, Life & Health

Jobbeschreibung

Equitable Advisors' Retirement Benefits Group in Illinois seeks a Wealth Management Associate to serve educators, healthcare and government professionals. You will engage clients, educate them on tailored financial products, and implement solutions while working with local schools and municipalities.

We offer a structured development path to becoming a wealth manager through licensing, hands-on training, mentorship, and access to our Virtual University.