Wealth Management Associate — Retirement Benefits (IL)

Equitable Advisors; Peoria (IL); Sur place; USD 42 000 - 85 000; Plein temps

Avantages offerts par ce poste

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

CFP support

Résumé du poste

Equitable Advisors is seeking a Wealth Management Associate for the Retirement Benefits Group in IL. You will engage with clients, educate them on financial products, and implement tailored solutions while balancing a flexible schedule. The role includes travel to local schools and municipal sites.

Candidates should have a Bachelor's degree and hold FINRA licenses (SIE, Series 7, 66, Life/Health). A proven, values-driven mindset and strong communication skills are essential for success and

Qualifications

• Bachelor's degree or equivalent experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with a drive to impact others.

Responsabilités

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services.
• Analyze and organize client data with confidentiality.
• Prepare and implement tailored financial solutions.
• Maintain work-life balance with a flexible schedule.
• Work outside the office in local schools and municipalities.

Connaissances

FINRA Licenses

Communication

Entrepreneurial mindset

Collaboration

Work Authorization

Formation

Bachelor's degree

Description du poste

Equitable Advisors is seeking a Wealth Management Associate for the Retirement Benefits Group in IL. You will engage with clients, educate them on financial products, and implement tailored solutions while balancing a flexible schedule. The role includes travel to local schools and municipal sites.

Candidates should have a Bachelor's degree and hold FINRA licenses (SIE, Series 7, 66, Life/Health). A proven, values-driven mindset and strong communication skills are essential for success and