Wealth Manager - Retirement Benefits | Licensing & Growth

Equitable Advisors; Las Vegas (NV); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Virtual University

Job summary

Equitable Advisors is seeking a Wealth Management Associate within the Retirement Benefits Group in Las Vegas to build client networks, provide tailored financial solutions, and manage client data with confidentiality. The role emphasizes licensing, ongoing training, and a clear career path in wealth management.

Applicants should hold a Bachelor's degree or equivalent, possess required FINRA licenses or be prepared to obtain them, and be authorized to work in the United States.

Qualifications

• Bachelor's degree or equivalent experience required.
• State Life & Health licensing, SIE, Series 7, Series 66 required or in process.
• Values-driven with a track record of success and accomplishment.
• 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 learn quickly.
• Must be authorized to work in the United States.

Responsibilities

• Engage clients and expand your network within established markets.
• Educate clients on our diverse 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 maximize productivity and personal time.
• Work locally at schools and municipalities; balance field time with client meetings.

Skills

Communication skills

Mindset

Work Authorization

Collaboration

Entrepreneurial spirit

Education

Bachelor's degree or equivalent

Tools

FINRA Licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors is seeking a Wealth Management Associate within the Retirement Benefits Group in Las Vegas to build client networks, provide tailored financial solutions, and manage client data with confidentiality. The role emphasizes licensing, ongoing training, and a clear career path in wealth management.

Applicants should hold a Bachelor's degree or equivalent, possess required FINRA licenses or be prepared to obtain them, and be authorized to work in the United States.