Wealth Manager, Retirement Benefits — Flexible Path

Equitable Advisors; Pinehurst (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, dental & vision benefits

401(k) and ESPP

Disability and life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is recruiting for a Wealth Management Associate within the Retirement Benefits Group in Eastern NC. The role offers a structured development path through licensing and employment, with mentorship and a flexible schedule that supports work-life balance.

You will educate clients, engage with local schools and municipalities, and manage data privacy while pursuing professional growth through recognized certifications and company programs.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health license required, SIE, Series 7 and Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.

Responsibilities

• Engage and expand network within established markets.
• Educate clients on a range of financial products and services and tailor solutions.
• Analyze and organize client data, ensure confidentiality, and implement appropriate products and services.
• Maintain a flexible schedule to balance work and personal time.
• Work locally in schools and municipalities as part of the Retirement Benefits Group.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaborative ability

Work authorization

Education

Bachelor's degree or equivalent

Licensing: State Life & Health

Licensing: SIE

Licensing: Series 7

Licensing: Series 66

Job description

Equitable Advisors is recruiting for a Wealth Management Associate within the Retirement Benefits Group in Eastern NC. The role offers a structured development path through licensing and employment, with mentorship and a flexible schedule that supports work-life balance.

You will educate clients, engage with local schools and municipalities, and manage data privacy while pursuing professional growth through recognized certifications and company programs.