Wealth Management Associate — Retirement Benefits

Equitable Advisors; Scottsdale (AZ); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

FINRA Sponsorship

PEP training program

Virtual University access

Mentorship opportunities

Personalized coaching

Résumé du poste

Equitable Advisors is seeking a Wealth Management Associate for the Retirement Benefits Group in AZ, Scottsdale. The role provides a clear path to becoming a wealth manager through licensing and employment, with opportunities to work in local schools and municipalities and build a strong client network.

Ideal candidates hold a Bachelor's degree, multiple FINRA licenses, and possess an entrepreneurial mindset with strong communication and collaboration skills.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Work Authorization: must be authorized to work in the United States.

Responsabilités

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our financial products and how they can be tailored.
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, implement products and services.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.
• Location: Working outside the office in local schools and municipalities.

Connaissances

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Formation

Bachelor's degree or equivalent

State Life & Health licensing

SIE

Series 7

Series 66

Description du poste

Equitable Advisors is seeking a Wealth Management Associate for the Retirement Benefits Group in AZ, Scottsdale. The role provides a clear path to becoming a wealth manager through licensing and employment, with opportunities to work in local schools and municipalities and build a strong client network.

Ideal candidates hold a Bachelor's degree, multiple FINRA licenses, and possess an entrepreneurial mindset with strong communication and collaboration skills.