Wealth Management Associate: Retirement Benefits, Flexible Path

Equitable Advisors; Miami (FL); Hybrid; USD 60,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

Preliminary Employment Period (PEP)

Virtual University

Mentorship

Leadership Development School

Professional Growth

Sign-On Payment

Base Salary

Job summary

Equitable Advisors seeks a Wealth Management Associate in the Retirement Benefits Group in Miami, FL to engage clients, educate on financial products, and implement tailored strategies. The role emphasizes building a network, strong communication, and a people-first approach in a dynamic wealth management team.

You will work with licensing pathways and a structured development program, supporting your growth toward professional designations and career advancement within Equitable Advisors.

Qualifications

• 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.
• Excellent interpersonal and communication abilities.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our financial products and services and tailor solutions.
• Analyze and organize client data and implement appropriate products & services.
• Maintain a flexible schedule to maximize productivity and personal time.
• Work outside the office in local schools and municipalities.

Skills

Client Engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors seeks a Wealth Management Associate in the Retirement Benefits Group in Miami, FL to engage clients, educate on financial products, and implement tailored strategies. The role emphasizes building a network, strong communication, and a people-first approach in a dynamic wealth management team.

You will work with licensing pathways and a structured development program, supporting your growth toward professional designations and career advancement within Equitable Advisors.