Retirement Benefits Wealth Consultant

Equitable Advisors; Nora Township (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

Job summary

Equitable Advisors is seeking a Wealth Management Associate in the Retirement Benefits Group, Indianapolis area. This role focuses on engaging clients, educating them on financial products, and implementing tailored retirement solutions while offering a flexible work-life balance.

The position supports professionals in education, healthcare, and government sectors, with FINRA licensing sponsorship, initial training, and mentoring to become a licensed wealth manager.

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating tailored solutions.
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, implement suitable products and services.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Job description

Equitable Advisors is seeking a Wealth Management Associate in the Retirement Benefits Group, Indianapolis area. This role focuses on engaging clients, educating them on financial products, and implementing tailored retirement solutions while offering a flexible work-life balance.

The position supports professionals in education, healthcare, and government sectors, with FINRA licensing sponsorship, initial training, and mentoring to become a licensed wealth manager.