Wealth Management Associate — Retirement Benefits

Equitable Advisors; Troy (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Commissions and Bonus

401(k) Plan

Job summary

Equitable Advisors is seeking a Wealth Management Associate for the Retirement Benefits Group in Troy, MI. The role focuses on client engagement, education on a broad range of financial products, and delivering tailored wealth strategies within an environment that emphasizes work-life balance.

Ideal candidates hold a Bachelor's degree or equivalent, possess Life/Health, SIE, Series 7 and 66 licenses, and demonstrate an entrepreneurial, collaborative mindset with strong communication skills.

Qualifications

• Bachelor's degree or equivalent required; education aligns with financial services.
• Licensing requirements include Life/Health, SIE, Series 7 and 66 to operate within RBG.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services and tailor solutions.
• Analyze and organize client data, maintain confidentiality, implement appropriate products & services.
• Flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Work authorization

Entrepreneurial mindset

Team collaboration

Education

Bachelor's degree or equivalent

Tools

State Life & Health licensing

SIE licensing

Series 7

Series 66

Job description

Equitable Advisors is seeking a Wealth Management Associate for the Retirement Benefits Group in Troy, MI. The role focuses on client engagement, education on a broad range of financial products, and delivering tailored wealth strategies within an environment that emphasizes work-life balance.

Ideal candidates hold a Bachelor's degree or equivalent, possess Life/Health, SIE, Series 7 and 66 licenses, and demonstrate an entrepreneurial, collaborative mindset with strong communication skills.