Wealth Management Associate — Retirement Benefits Career Path

Equitable Advisors; Grand Rapids (MI); Hybrid; USD 42,000 - 65,000; Part time

Benefits offered by this job

Comprehensive benefits programs

FINRA licensing sponsorship

Flexible work schedule

Job summary

A prominent financial services company in Michigan seeks a Wealth Management Associate for its Retirement Benefits Group. This role involves engaging clients, consulting on financial products, and providing exceptional service. Candidates should have a Bachelor's degree and necessary licenses. The position offers flexible work-life balance and is ideal for those with an entrepreneurial mindset. Join a team committed to making a community impact while developing your career in finance.

Qualifications

• A Bachelor's degree or equivalent skills and work experience is required.
• Must have State Life & Health, SIE, Series 7, and Series 66 licenses.
• Excellent interpersonal and communication skills are essential.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on financial products tailored to their needs.
• Analyze and organize client data, ensuring confidentiality.

Skills

Communication Skills

Entrepreneurial Mindset

Collaboration

Values-driven

Education

Bachelor's degree or equivalent

Tools

State Life & Health License

SIE License

Series 7 License

Series 66 License

Job description

A prominent financial services company in Michigan seeks a Wealth Management Associate for its Retirement Benefits Group. This role involves engaging clients, consulting on financial products, and providing exceptional service. Candidates should have a Bachelor's degree and necessary licenses. The position offers flexible work-life balance and is ideal for those with an entrepreneurial mindset. Join a team committed to making a community impact while developing your career in finance.