Wealth Advisor – Retirement Benefits Group

Equitable Advisors; Troy (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

Equitable Advisors is seeking a Wealth Management Associate for the Retirement Benefits Group in Troy, MI. You will engage clients, educate them on financial products, and implement tailored solutions across education, healthcare, and government sectors.

The role includes training through licensing programs and ongoing professional development. You will work with a supportive team while enjoying a flexible schedule and opportunities to pursue CFP®, ChFC, and other credentials.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.
• Authorized to work in the United States.

Responsibilities

• Engage with clients and expand your network in established markets.
• Educate clients on financial products and services and tailor solutions.
• Analyze and organize client data; ensure confidentiality; implement products and services.

Skills

Licensing knowledge

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization in US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Wealth Management Associate for the Retirement Benefits Group in Troy, MI. You will engage clients, educate them on financial products, and implement tailored solutions across education, healthcare, and government sectors.

The role includes training through licensing programs and ongoing professional development. You will work with a supportive team while enjoying a flexible schedule and opportunities to pursue CFP®, ChFC, and other credentials.