Wealth Management Associate: Retirement Benefits Specialist

Equitable Advisors; Tampa (FL); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health benefits

401(k) plan

Licensing sponsorship

Commissions and bonus

Résumé du poste

Equitable Advisors is seeking a Wealth Management Associate for its Retirement Benefits Group in Florida. The role focuses on engaging clients, educating them on financial products, and implementing tailored solutions for retirement needs in education, healthcare, and government sectors.

The position offers a clear development path with FINRA licensing support, mentorship, and a comprehensive benefits package.

Qualifications

• Bachelor's degree or equivalent required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with proven success track record.
• Excellent interpersonal and communication abilities.

Responsabilités

• Engage clients and grow your network within established markets.
• Educate clients on Equitable Advisors' financial products and services.
• Analyze client data, ensure confidentiality, and implement chosen solutions.
• Provide high-quality client service and seamless product implementation.
• Embrace flexible scheduling to optimize work-life balance.

Connaissances

Client engagement

Communication

Entrepreneurial mindset

Team collaboration

Work authorization

Formation

Bachelor's degree or equivalent

Outils

State Life & Health

SIE

Series 7

Series 66

Description du poste

Equitable Advisors is seeking a Wealth Management Associate for its Retirement Benefits Group in Florida. The role focuses on engaging clients, educating them on financial products, and implementing tailored solutions for retirement needs in education, healthcare, and government sectors.

The position offers a clear development path with FINRA licensing support, mentorship, and a comprehensive benefits package.