Retirement Planning Associate — Flexible Path to Wealth Advisor

Equitable Advisors; Scottsdale (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, dental, vision coverage

401(k) and ESPP

Disability and life insurance

Transportation Reimbursement Program (

TRIP

Job summary

Equitable Advisors is seeking a Retirement Planning Associate to join the Retirement Benefits Group in Scottsdale. You will build and manage client relationships, educate on financial products, and implement tailored wealth strategies while enjoying flexible work patterns.

With a bachelor’s degree and required FINRA licenses, you’ll advance through our Virtual University, mentorship, and a structured path to wealth management, backed by a competitive base salary, commissions and comprehensive

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.

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 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.

Skills

Interpersonal communication

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization United States

Education

Bachelor's degree

Job description

Equitable Advisors is seeking a Retirement Planning Associate to join the Retirement Benefits Group in Scottsdale. You will build and manage client relationships, educate on financial products, and implement tailored wealth strategies while enjoying flexible work patterns.

With a bachelor’s degree and required FINRA licenses, you’ll advance through our Virtual University, mentorship, and a structured path to wealth management, backed by a competitive base salary, commissions and comprehensive