Wealth Management Associate - Retirement Benefits Group

Equitable Advisors; Bala Cynwyd (PA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Flexible work-life balance

Sign-on payment based on licensing

Mentorship opportunities

Leadership development access

Job summary

A leading wealth management firm is seeking a Wealth Management Associate in Bala Cynwyd, PA. This entry-level role involves engaging with clients, educating them on financial products, and providing personalized service. Ideal candidates will have a bachelor's degree and relevant licenses. The position offers comprehensive training, mentorship opportunities, and competitive salary with benefits, emphasizing a positive impact on community engagement.

Qualifications

• Must have state life & health licensing, SIE, Series 7, and Series 66.
• Excellent interpersonal and communication skills are required.
• A values-driven mindset with a passion for helping others is essential.

Responsibilities

• Cultivate and expand your client network.
• Educate clients on tailored financial products and services.
• Analyze and organize client data while maintaining confidentiality.

Skills

Interpersonal communication

Client engagement

Analytical skills

Entrepreneurial mindset

Education

Bachelor’s degree or equivalent skills

Tools

FINRA licensing

Virtual University access

Job description

Overview

Wealth Management Associate - Retirement Benefits Group

Are you ready to make a real difference in people’s lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the retirement needs of professionals in sectors such as education, healthcare, and government to help ensure retirement security. We offer a structured professional development path to becoming a wealth manager through licensing and employment, with flexible work-life balance and potential for growth.

Join Equitable Advisors: A Pathway to Possibilities and Positive Impact

Role Highlights

• Client Engagement: Cultivate and expand your network within established markets
• Products and Services Consultation: Educate clients on financial products and services and tailor solutions to their needs
• Client Service and Implementation: Analyze and organize client data, maintain confidentiality, prepare and 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

Skills & Experience

• Education: Bachelor’s degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal Attributes: values-driven with a track record of success
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
• Mindset: entrepreneurial spirit with a desire to positively impact others’ lives
• Collaboration: ability to work with and learn from top performers
• Work Authorization: must be authorized to work in the United States

Training & Development

• FINRA Sponsorship: provided for required FINRA licensing
• Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
• Virtual University: access to Equitable Advisors’ Virtual University for continuous learning
• Mentorship: opportunities for joint work and mentorship
• Personalized Coaching: guidance from a local Vice President to assist you throughout your journey
• Leadership Development: access to Leadership Development School for managers-in-training
• Professional Growth: encouragement to pursue designations such as CFP, ChFC, and Equitable Advisors’ Credentialed Holistic Financial Coach program
• Sign-On Payment: based on time to complete FINRA licenses and enter PEP
• Base Salary: annual salary for eligible financial professionals
• Commissions and Bonus: eligible to earn commissions and bonus in addition to base salary
• Benefits: comprehensive benefits programs including health, dental and vision, 401(k); ESPP; disability; life insurance; transportation reimbursement

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like “1,000 Hours of Giving Back” and Equitable Excellence scholarships. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, and affiliates, is an equal opportunity employer. M/F/D/V.

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance, Management, and Consulting

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