Wealth Management Associate | Flexible Training Path

Equitable Advisors; Town of Florida (NY); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in New York seeks individuals to join The Retirement Benefits Group, offering a structured path to becoming a wealth manager through licensing and employment. You will engage clients in schools and municipalities, educate them on financial products, and manage client data with confidentiality.

Join a culture that mentors you, supports professional growth, and provides a pathway to certifications like CFP/ChFC while offering a base salary plus commissions in a flexible

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities.

Responsibilities

• Engage clients and expand your network within established markets.
• Educate clients on our financial products and services and tailor solutions.
• Analyze and organize client data, maintain confidentiality, implement suitable products.
• Collaborate with top performers and maintain a flexible work-life balance.

Skills

Networking

Communication

Entrepreneurial mindset

Team collaboration

Self-confidence

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in New York seeks individuals to join The Retirement Benefits Group, offering a structured path to becoming a wealth manager through licensing and employment. You will engage clients in schools and municipalities, educate them on financial products, and manage client data with confidentiality.

Join a culture that mentors you, supports professional growth, and provides a pathway to certifications like CFP/ChFC while offering a base salary plus commissions in a flexible