Wealth Management Associate: Flexible Licensing & Impact

equitable; Kalamazoo, Grand Rapids (MI, MI); On-site; USD 55,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Flexible schedule

Professional development

Job summary

Equitable Advisors in Michigan is seeking a motivated professional to join The Retirement Benefits Group and help professionals in education, healthcare, and government secure retirement benefits.

You will follow a structured development path to become a wealth manager, with licensing support, mentorship, and a flexible schedule designed to balance work with personal commitments while building a scalable client network in local communities.

Qualifications

• Bachelor's degree or equivalent work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses required.
• Authorized to work in the United States.
• Strong interpersonal and communication abilities.
• Collaborative with top performers and values-driven mindset.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on financial products and services tailored to their needs.
• Analyze and organize client data, ensure confidentiality, implement products and services.
• Maintain a flexible schedule to balance work and personal time.

Skills

Client Engagement

Communication

Collaboration

Entrepreneurial Mindset

Work Authorization

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors in Michigan is seeking a motivated professional to join The Retirement Benefits Group and help professionals in education, healthcare, and government secure retirement benefits.

You will follow a structured development path to become a wealth manager, with licensing support, mentorship, and a flexible schedule designed to balance work with personal commitments while building a scalable client network in local communities.