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Wealth Management Associate
2 months ago
Job Summary
We are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group at Equitable Advisors. As a key member of our team, you will be responsible for providing financial products and services to individuals and organizations in the education and municipal sectors.
About the Role
As a Retirement Benefits Specialist, you will have the opportunity to work with a diverse range of clients, including teachers, school administrators, and municipality employees. You will be responsible for providing personalized financial planning and education to help them achieve their retirement goals.
Key Responsibilities
- Provide financial products and services to clients in the education and municipal sectors
- Develop and implement personalized financial plans to help clients achieve their retirement goals
- Build and maintain relationships with clients and partners to drive business growth
- Stay up-to-date with industry trends and developments to provide expert advice to clients
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 (other designations a plus)
- Results-driven, highly motivated, self-starter with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures
- Team player with excellent interpersonal skills and communication abilities, with a high degree of self-confidence
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
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
- Ability to specialize in numerous areas, from being a Certified Financial Planner to a junior or senior partner in a firm model
- Advancement and management opportunities
- A work-life balance and access to a full suite of remote-work technology solutions
About Equitable Advisors
Equitable Advisors is a leading firm in the financial services and insurance industry, committed to helping people build fulfilling futures grounded in our stability, innovative solutions, and commitments to our clients. We are an Equal Opportunity Employer and welcome applications from diverse candidates.
