Wealth Management Associate

3 days ago


Oak Brook, Illinois, United States Equitable Services Full time
Join Our Team as a Wealth Management Associate

We are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in helping individuals and organizations plan for and protect their financial futures.

Key Responsibilities:

  • Provide financial products and services to clients, including retirement benefits and investment solutions.
  • Develop and maintain relationships with clients, including teachers, school administrators, and municipality employees.
  • Stay up-to-date on industry trends and developments to provide expert advice to clients.
  • Collaborate with senior team members to achieve business goals and objectives.

Requirements:

  • A four-year college degree (preferred but not required).
  • Ability to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams.
  • Results-driven, highly motivated, and self-starter with integrity, a strong work ethic, and excellent interpersonal skills.

What We Offer:

  • Competitive compensation package, including base pay, commissions, and benefits.
  • Personalized and comprehensive training and support in all areas important to building your business.
  • Sponsorship and coaching to obtain the licensing required for hire.
  • Opportunities for advancement and management.
  • A work-life balance and access to a full suite of remote-work technology solutions.

We are an Equal Opportunity Employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual looking to build a successful career in financial services, we encourage you to apply.



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