Wealth Management Associate: Flexible Path to Licensing

equitable; Peoria (IL); On-site; USD 24,000 - 60,000; Full time

Benefits offered by this job

Sign-On Bonus

Base salary after training

Commissions & Bonus

Health, dental, vision

401(k) & ESPP

Disability & Life Insurance

Transport Reimbursement

Job summary

Equitable Advisors invites you to join its Retirement Benefits Group (RBG) to build a career in wealth management through licensing and employment.

You will engage clients, educate on financial products, and implement tailored solutions while enjoying a flexible schedule and meaningful community impact. A structured development path and FINRA sponsorship support your journey toward certification and growth.

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66 are required or pursued through sponsorship.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.

Responsibilities

• Develop and grow client network within established markets.
• Educate clients on a range of financial products and services.
• Analyze client data, maintain confidentiality, and implement suitable solutions.
• Maintain a flexible schedule to optimize productivity and personal time.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Values-driven

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors invites you to join its Retirement Benefits Group (RBG) to build a career in wealth management through licensing and employment.

You will engage clients, educate on financial products, and implement tailored solutions while enjoying a flexible schedule and meaningful community impact. A structured development path and FINRA sponsorship support your journey toward certification and growth.