Wealth Management Associate – Retirement Benefits Group

Equitable Advisors; Bala Cynwyd (PA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits including health, dental, vision

401(k)

Work-life balance flexibility

Mentorship opportunities

Base salary plus commissions and bonuses

Disability insurance

Life insurance

Transportation reimbursement (TRIP)

Job summary

A leading financial services firm in the United States seeks a Wealth Management Associate to join their Retirement Benefits Group. The role involves cultivating client relationships, educating clients on financial products, and maintaining a flexible work-life balance. Ideal candidates should hold a Bachelor’s degree, possess strong communication skills, and have relevant financial licensing. This position offers a structured career path with robust training and development opportunities, including a base salary and commission.

Qualifications

• Values-driven with a desire to positively impact others’ lives.
• Must be authorized to work in the United States.
• Entrepreneurial mindset with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Willingness to collaborate with top performers and learn on the job.
• Must be authorized to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on financial products and services tailored to their needs.
• Analyze and organize client data while maintaining confidentiality.
• Maintain a flexible schedule to maximize productivity and personal time.
• Work on-site in local schools and municipalities as part of the role.

Skills

Excellent interpersonal and communication abilities

Track record of success and accomplishment

Entrepreneurial spirit

Ability to work with and learn from top performers

Work authorization

Education

Bachelor’s degree or equivalent skills and work experience

Tools

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Wealth Management Associate – Retirement Benefits Group

Are you ready to make a real difference in people’s lives while building a rewarding career? Equitable Advisors, a leader in wealth management, supports the Retirement Benefits Group (RBG) in addressing retirement needs for professionals in education, healthcare, and government to help ensure retirement security. We offer a structured path to becoming a wealth manager through licensing and employment, with flexibility to design your own work-life balance and a strong income potential.

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets
• Products and Services Consultation: Educate clients on a diverse range of financial products and services, tailoring solutions to meet their needs
• Client Service and Implementation: Analyze and organize client data, maintain confidentiality, and prepare/implement appropriate products and services
• Work-Life Balance: Maintain a flexible schedule to maximize productivity and personal time
• Location: Work 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 and accomplishment
• 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 licensing
• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training
• Virtual University: Access to Equitable Advisors’ Virtual University for ongoing learning
• Mentorship: Opportunities for joint work and mentorship
• Personalized Coaching: Guidance from a local Vice President to support your success
• Leadership Development: Access to Leadership Development School for management aspiration
• Professional Growth: Encouragement to pursue designations such as CFP®, ChFC, and Equitable Advisors’ 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 salary
• Benefits: Comprehensive benefits including health, dental, vision, 401(k), ESPP, disability, life insurance, and transportation reimbursement (TRIP), subject to program terms

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,” which awards college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. FINRA/SIPC member. See company disclosures for details.

Location-based salary ranges and job postings are provided for informational purposes and may be updated. Example locations include Chester Springs, PA; Philadelphia, PA; King of Prussia, PA; Camden, NJ; and other Greater Philadelphia area locations.