Retirement Benefits Wealth Advisor—Licensing Path

Equitable Advisors; Denver (CO); Vor Ort; USD 24.000 - 42.000; Vollzeit

Benefits dieser Stelle

Health, dental and vision

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life insurance

Transportation Reimbursement Incentive

Zusammenfassung

Equitable Advisors seeks a Wealth Management Associate in Denver to join the Retirement Benefits Group, helping professionals in education, healthcare, and government secure retirement security.

The role offers FINRA sponsorship, a comprehensive 120-day PEP training, and access to Virtual University, plus mentorship and leadership development to guide your path to becoming a licensed wealth manager. Commissions and a base salary support a rewarding career trajectory.

Qualifikationen

• 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.

Aufgaben

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

Kenntnisse

Licensing: State Life & Health

SIE

Series 7

Series 66

Communication skills

Entrepreneurial mindset

Collaboration

Work Authorization

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

Equitable Advisors seeks a Wealth Management Associate in Denver to join the Retirement Benefits Group, helping professionals in education, healthcare, and government secure retirement security.

The role offers FINRA sponsorship, a comprehensive 120-day PEP training, and access to Virtual University, plus mentorship and leadership development to guide your path to becoming a licensed wealth manager. Commissions and a base salary support a rewarding career trajectory.