Wealth Management Associate

4 weeks ago


Chicago, Illinois, United States Equitable Advisors LLC Full time
Job Description

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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