Wealth Management Associate - Retirement Benefits Growth

Equitable Advisors; Boise (ID); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Flexible work schedule

Mentorship opportunities

Access to continuous learning resources

Sign-On Payment

Leadership Development access

Job summary

A leading financial services firm is seeking a Wealth Management Associate to join their Retirement Benefits Group. This role involves engaging with clients in the education sector, healthcare, and government to provide retirement solutions. Candidates should have a Bachelor's degree and relevant licensing. Enjoy a flexible work schedule with significant income potential and comprehensive training support. Join a workplace dedicated to positive community impact and professional growth.

Qualifications

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

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services.
• Analyze and organize client data for appropriate services.

Skills

Client Engagement

Products and Services Consultation

Communication Skills

Collaboration

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

A leading financial services firm is seeking a Wealth Management Associate to join their Retirement Benefits Group. This role involves engaging with clients in the education sector, healthcare, and government to provide retirement solutions. Candidates should have a Bachelor's degree and relevant licensing. Enjoy a flexible work schedule with significant income potential and comprehensive training support. Join a workplace dedicated to positive community impact and professional growth.