Wealth Management Associate – Retirement Benefits Group

Equitable Advisors; Charlotte (NC); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) plan

Employee Stock Purchase Plan (ESPP)

Disability Insurance

Life Insurance

Transportation Reimbursement Incentive Program

Job summary

Join a leading company in wealth management as a Wealth Management Associate. This role involves assisting professionals in key sectors like education and healthcare with their retirement needs. The position offers a structured path to becoming a wealth manager, with licensing support and opportunities for professional growth in a collaborative environment.

Qualifications

• Values-driven and track record of success.
• Excellent interpersonal and communication abilities.
• Must be authorized to work in the United States.

Responsibilities

• Engage clients and expand networks in established markets.
• Analyze client data and prepare tailored products.
• Flexible work-life balance with local engagements.

Skills

Communication Skills

Entrepreneurial Spirit

Collaboration

Education

Bachelor's degree or equivalent skills

Job description

Wealth Management Associate – Retirement Benefits Group

Wealth Management Associate – Retirement Benefits Group

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Direct message the job poster from Equitable Advisors

Assisting public and private employees with risk management strategies to get them to and through retirement | Finding and developing the next…

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**

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 unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

• Client Engagement: Cultivate and expand your network within established markets
• Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & 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 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 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: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Leadership Development: access to Leadership Development School for those with management ambition
• Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
• Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
• Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
• Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
• Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their 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," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.GE-7814452.1(4/25)(Exp.4/29)

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Business Development

• Industries

  Financial Services and Insurance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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