Retirement Planning Associate: Path to Wealth Manager

Equitable Advisors

Connecticut

On-site

USD 60,000 - 110,000

Full time

5 days ago

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Job summary

Equitable Advisors seeks motivated individuals to join The Retirement Benefits Group and help professionals in education, healthcare, and government achieve retirement security. You will build relationships, educate clients on tailored financial solutions, and implement products while maintaining confidentiality and high service standards.

Designed with flexible scheduling and clear licensing pathways, this role offers a pathway to professional growth in wealth management and the potential for a

Qualifications

Bachelor's degree or equivalent work experience.
Licensing in Life/Health, SIE, Series 7, Series 66 or equivalent is required.
Values-driven with a track record of success and achievement.
Excellent interpersonal and communication abilities with confidence.
Entrepreneurial mindset focused on growing client base.

Responsibilities

Engage clients and expand networks within established markets.
Educate clients on financial products and services tailored to their needs.
Analyze client data, ensure confidentiality, and implement suitable solutions.
Maintain flexible schedule to balance work and life.
Represent the firm in local schools and municipalities to build relationships.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Relationship building

Education

Bachelor's degree or equivalent

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

Job description

Designed with flexible scheduling and clear licensing pathways, this role offers a pathway to professional growth in wealth management and the potential for a

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