Wealth Management Associate: Retirement Benefits Specialist

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

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.

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.

Skills

Excellent interpersonal and communication abilities

Track record of success and accomplishment

Entrepreneurial spirit

Ability to work with and learn from top performers

Education

Bachelor’s degree or equivalent skills and work experience

Tools

State Life & Health licensing

SIE

Series 7

Series 66

Job description

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.