Wealth Management Associate, Retirement Benefits - Boston

Equitable Advisors; Boston (MA); On-site; USD 21,600 - 26,400; Part time

Benefits offered by this job

Flexible work-life balance

Mentorship opportunities

Comprehensive benefits programs

Job summary

A leader in wealth management is seeking a Wealth Management Associate to join their Retirement Benefits Group in Boston, MA. This part-time role involves client engagement, consultation on financial products, and the opportunity for professional development. Ideal candidates will hold a Bachelor's degree and possess strong communication skills. The position also offers flexible work-life balance and a competitive compensation package including a base salary, commissions, and benefits. Join a supportive team dedicated to positively impacting individuals and communities.

Qualifications

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

Responsibilities

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

Skills

excellent interpersonal and communication abilities

entrepreneurial spirit

values-driven with a track record of success

ability to work with and learn from top performers

Education

Bachelor's degree or equivalent skills and work experience

Tools

FINRA licenses

Job description

A leader in wealth management is seeking a Wealth Management Associate to join their Retirement Benefits Group in Boston, MA. This part-time role involves client engagement, consultation on financial products, and the opportunity for professional development. Ideal candidates will hold a Bachelor's degree and possess strong communication skills. The position also offers flexible work-life balance and a competitive compensation package including a base salary, commissions, and benefits. Join a supportive team dedicated to positively impacting individuals and communities.