Wealth Manager for Retirement Benefits – Growth & Impact

Equitable Advisors; Troy (MI); In loco; USD 65.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

FINRA sponsorship

Virtual University

Mentorship

Leadership Development School

Professional designation support

Health, dental, vision; 401(k); ESPP;

Disability and life Insurance

Transportation Reimbursement Incentive

Descrizione del lavoro

Equitable Advisors seeks a Wealth Management Associate in the Retirement Benefits Group (RBG) in Michigan. The role focuses on client engagement, education on financial products, and tailored solutions for retirement planning. You will learn through structured licensing and a 120-day hands-on training pathway.

Join a culture emphasizing work-life balance, mentorship, and professional growth toward CFP, ChFC, and internal credentials, with a base salary and potential bonuses and commissions.

Competenze

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing is required.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.
• Ability to collaborate with top performers and work in a dynamic team.

Mansioni

• Engage clients and grow network within established markets.
• Educate clients on financial products and services and tailor solutions.
• Analyze and organize client data; ensure confidentiality and implement suitable products.

Conoscenze

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Formazione

Bachelor's degree or equivalent

Strumenti

State Life & Health License

SIE

Series 7

Series 66

Descrizione del lavoro

Equitable Advisors seeks a Wealth Management Associate in the Retirement Benefits Group (RBG) in Michigan. The role focuses on client engagement, education on financial products, and tailored solutions for retirement planning. You will learn through structured licensing and a 120-day hands-on training pathway.

Join a culture emphasizing work-life balance, mentorship, and professional growth toward CFP, ChFC, and internal credentials, with a base salary and potential bonuses and commissions.