Wealth Management Associate: Flexible Path to Licensing

equitable; Troy (MI); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health, dental, vision

401(k)

ESPP

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Employee Stock Purchase Plan

Job summary

Equitable Advisors is building a team in Michigan through The Retirement Benefits Group to deliver retirement solutions to education, healthcare and government professionals. The role focuses on client engagement, product consultations and service implementation, with flexible hours and local outreach.

You will pursue licensing, participate in a 120-day hands-on training and benefit from mentorship, virtual university resources, and ongoing professional growth opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs.
• Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services.
• Flexible schedule to maximize productivity and personal time.
• Working outside the office in local schools and municipalities.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization (US)

Licensing: State Life & Health, SIE, 7

Licensing: Series 66

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is building a team in Michigan through The Retirement Benefits Group to deliver retirement solutions to education, healthcare and government professionals. The role focuses on client engagement, product consultations and service implementation, with flexible hours and local outreach.

You will pursue licensing, participate in a 120-day hands-on training and benefit from mentorship, virtual university resources, and ongoing professional growth opportunities.