Wealth Management Associate, Retirement Benefits Group

Equitable Advisors; Greenville (SC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Greenville, SC is seeking a Wealth Management Associate within the Retirement Benefits Group to help professionals in education, healthcare, and government secure retirement planning solutions.

You will educate clients on financial products, engage new networks, and support service and implementation while pursuing licensing with FINRA sponsorship. A flexible, impact-driven path to becoming a wealth manager is offered.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with a drive to impact others.
• Ability to learn from top performers and collaborate.
• Authorized to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our financial products and services tailored to needs.
• Analyze and organize client data, ensure confidentiality, implement products & services.
• Benefit from flexible scheduling and work-life balance.
• Operate in local schools and municipalities as part of the role.

Skills

Client engagement

Licensing readiness

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization (US)

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Greenville, SC is seeking a Wealth Management Associate within the Retirement Benefits Group to help professionals in education, healthcare, and government secure retirement planning solutions.

You will educate clients on financial products, engage new networks, and support service and implementation while pursuing licensing with FINRA sponsorship. A flexible, impact-driven path to becoming a wealth manager is offered.