Wealth Management Associate — Retirement Benefits

Equitable Advisors; Hartford (CT); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Employee Stock Purchase Plan

Transportation Reimbursement

Job summary

Equitable Advisors is seeking a Wealth Management Associate in the Retirement Benefits Group to serve CT clients in Hartford, New Haven, New London and Danbury. You'll begin with structured training and FINRA licensing sponsorship, building a foundation for a long-term wealth management career.

In this role you'll engage clients, explain financial products, and coordinate service delivery while balancing work-life commitments.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong interpersonal and client service skills.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on financial products and services.
• Analyze and organize client data, ensure confidentiality, implement solutions.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health license

SIE

Series 7

Series 66

Job description

Equitable Advisors is seeking a Wealth Management Associate in the Retirement Benefits Group to serve CT clients in Hartford, New Haven, New London and Danbury. You'll begin with structured training and FINRA licensing sponsorship, building a foundation for a long-term wealth management career.

In this role you'll engage clients, explain financial products, and coordinate service delivery while balancing work-life commitments.