Wealth Management Associate: Retirement Benefits

Equitable Advisors; Denver (CO); Hybrid; USD 21,600 - 26,400; Full time

Benefits offered by this job

Health, dental and vision benefits

401(k)

Employee Stock Purchase Plan

Disability and life insurance

Transportation reimbursement program

Job summary

Equitable Advisors is looking for a Wealth Management Associate in Denver, CO. This position offers an opportunity to make a significant impact in individuals' lives by addressing their retirement needs. The role involves cultivating client relationships, educating them on financial services, and ensuring confidentiality while implementing tailored solutions. Candidates should possess a Bachelor's degree and relevant licenses like SIE, Series 7, and a commitment to a client-focused approach. The role offers a flexible schedule and comprehensive professional development.

Qualifications

• Must be authorized to work in the United States.
• Values-driven individual with a track record of success.
• Strong self-confidence in communication.

Responsibilities

• Engage clients and cultivate your network.
• Educate clients on financial products and services.
• Analyze and organize client data for implementing solutions.
• Maintain confidentiality while servicing clients.
• Flexible schedule to maximize productivity.

Skills

Communication Skills

Interpersonal skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent experience

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

Equitable Advisors is looking for a Wealth Management Associate in Denver, CO. This position offers an opportunity to make a significant impact in individuals' lives by addressing their retirement needs. The role involves cultivating client relationships, educating them on financial services, and ensuring confidentiality while implementing tailored solutions. Candidates should possess a Bachelor's degree and relevant licenses like SIE, Series 7, and a commitment to a client-focused approach. The role offers a flexible schedule and comprehensive professional development.