Wealth Management Associate
4 weeks ago
Equitable Advisors LLC is seeking a highly motivated and results-driven Wealth Management Associate to join our team. As a key member of our Retirement Benefits Group, you will be responsible for providing financial products and services to individuals and organizations in the education and municipal sectors.
Key Responsibilities:
- Prospect and develop new business opportunities in the 403(b) and 457(b) markets
- Provide financial education and planning services to clients
- Develop and maintain relationships with key stakeholders in the education and municipal sectors
- Meet or exceed sales and revenue targets
Requirements:
- Four-year college degree (preferred but not required)
- 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
Benefits:
- 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
Equitable Advisors LLC is an Equal Opportunity Employer and welcomes applications from diverse candidates. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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