Wealth Management Associate, Retirement Benefits
Equitable Advisors
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Benefits offered by this job
Job summary
Equitable Advisors seeks a Wealth Management Associate for the Retirement Benefits Group in Kansas City. The role focuses on educating clients, tailoring financial solutions, and building relationships across education, healthcare, and government sectors.
Training and licensing support are provided, with field work in local schools and municipalities. You will develop professionally through FINRA licensing, PEP training, and mentorship, with a path toward wealth management and CFP/ChFC
Qualifications
- Bachelor’s degree or equivalent skills and work experience.
- Licensing: State Life & Health, SIE, Series 7, Series 66.
- Strong interpersonal and communication abilities with self-confidence.
- Entrepreneurial mindset with a drive to positively impact others.
Responsibilities
- Cultivate and expand your network within established markets.
- Educate clients on financial products and services and tailor solutions to client needs.
- Analyze and organize client data; ensure confidentiality and implement suitable offerings.
- Maintain a flexible schedule with work-life balance; travel to local schools and municipalities.
Skills
Education
Tools
Job description
Equitable Advisors seeks a Wealth Management Associate for the Retirement Benefits Group in Kansas City. The role focuses on educating clients, tailoring financial solutions, and building relationships across education, healthcare, and government sectors.
Training and licensing support are provided, with field work in local schools and municipalities. You will develop professionally through FINRA licensing, PEP training, and mentorship, with a path toward wealth management and CFP/ChFC
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