Retirement Benefits Wealth Manager

Equitable Advisors; Troy (MI); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

FINRA sponsorship

PEP training

Virtual University

Mentorship

Leadership development

Career growth

Sign-on/FINRA licensing support

Job summary

Equitable Advisors in Michigan's Troy area seeks a Wealth Management Associate in the Retirement Benefits Group. You will engage clients, educate on financial solutions, and implement tailored products while maintaining confidentiality.

A licensing track (Life & Health, SIE, Series 7, Series 66) and mentorship support are provided to develop as a wealth manager. Flexible scheduling supports balance and growth opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Authorized to work in the United States.

Responsibilities

• Engage with clients and expand your network in established markets.
• Educate clients on diverse financial products and services and tailor solutions.
• Analyze client data, maintain confidentiality, and implement suitable products and services.
• Enjoy a flexible schedule supporting work-life balance.
• Work mainly outside the office in local schools and municipalities.

Skills

Client engagement

Communication skills

Entrepreneurial spirit

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

Licensing: Life & Health

Licensing: SIE

Licensing: Series 7

Licensing: Series 66

Job description

Equitable Advisors in Michigan's Troy area seeks a Wealth Management Associate in the Retirement Benefits Group. You will engage clients, educate on financial solutions, and implement tailored products while maintaining confidentiality.

A licensing track (Life & Health, SIE, Series 7, Series 66) and mentorship support are provided to develop as a wealth manager. Flexible scheduling supports balance and growth opportunities.