Wealth Management Associate: Retirement Benefits

Equitable Advisors; Scottsdale (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, dental & vision

401(k) plan

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Program (

FINRA licensing sponsorship

Job summary

Equitable Advisors seeks a Wealth Management Associate for the Retirement Benefits Group in AZ, Scottsdale. This role offers a path to becoming a wealth manager through licensing and formal training while supporting professionals in education, healthcare, and government sectors.

You will engage clients, educate on financial products, and implement tailored solutions, with a flexible schedule and field work in local schools and municipalities.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent communication skills and self-confidence.
• Entrepreneurial mindset with a drive to impact others.
• Ability to collaborate with top performers and work in teams.
• Authorized to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on a range of financial products and services and tailor solutions.
• Analyze and organize client data, ensure confidentiality, and implement appropriate products and services.
• Maintain a flexible schedule to maximize productivity and balance.
• Engage with local schools and municipalities while representing Equitable Advisors.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Interpersonal skills

Self-motivation

Time management

Education

Bachelor's degree or equivalent

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors seeks a Wealth Management Associate for the Retirement Benefits Group in AZ, Scottsdale. This role offers a path to becoming a wealth manager through licensing and formal training while supporting professionals in education, healthcare, and government sectors.

You will engage clients, educate on financial products, and implement tailored solutions, with a flexible schedule and field work in local schools and municipalities.