Wealth Manager, Retirement Benefits Group - Flexible Schedule

Equitable Advisors; Oak Brook (IL); Presencial; USD 45.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

401(k)

ESPP

Disability insurance

Life insurance

TRIP

Descripción de la vacante

Equitable Advisors is seeking a Wealth Management Associate in the Retirement Benefits Group in Oak Brook, IL. You will engage clients, educate them on financial products, and coordinate services while maintaining data confidentiality.

Training includes FINRA licensing sponsorship, 120-day PEP, and ongoing virtual university access. A clear path to licenses and a competitive compensation structure with bonuses awaits.

Formación

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses required.
• Strong interpersonal and communication abilities with self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.

Responsabilidades

• Develop and expand your network within established markets.
• Educate clients on financial products and services tailored to their needs.
• Analyze and organize client data; ensure confidentiality and implement products.

Conocimientos

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Educación

Bachelor's degree or equivalent

Descripción del empleo

Equitable Advisors is seeking a Wealth Management Associate in the Retirement Benefits Group in Oak Brook, IL. You will engage clients, educate them on financial products, and coordinate services while maintaining data confidentiality.

Training includes FINRA licensing sponsorship, 120-day PEP, and ongoing virtual university access. A clear path to licenses and a competitive compensation structure with bonuses awaits.