Wealth Manager – Retirement Benefits Group (Flexible Path)

Equitable Advisors; Falls Church, Northern (VA, KY); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Falls Church, VA to engage clients and educate them on our financial solutions. You will handle client data, coordinate services, and help implement tailored retirement planning strategies.

The role includes licensing sponsorship (FINRA) and a developmental path through our Virtual University and mentorship. Expect a structured pace with growth toward CFP/ChFC designations and a rewarding career.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our diverse financial products and services, tailoring solutions.
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, implement products & services.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Communication skills

Mindset

Collaboration

Work authorization

Values-driven

Entrepreneurial spirit

Education

Bachelor's degree or equivalent

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking a Wealth Management Associate in Falls Church, VA to engage clients and educate them on our financial solutions. You will handle client data, coordinate services, and help implement tailored retirement planning strategies.

The role includes licensing sponsorship (FINRA) and a developmental path through our Virtual University and mentorship. Expect a structured pace with growth toward CFP/ChFC designations and a rewarding career.