Wealth Management Associate - Retirement Benefits Group
Equitable Advisors is a leader in the wealth management industry, focused on making a positive impact in people's lives. The Wealth Management Associate in the Retirement Benefits Group is responsible for client engagement, educating clients on financial products, and ensuring effective implementation of services. Responsibilities Cultivate and expand your network within established markets Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services Flexible schedule to maximize productivity and personal time Skills Bachelor's degree or equivalent skills and work experience State Life & Health, SIE, Series 7, Series 66 licensing Values-driven with a track record of success and accomplishment Excellent interpersonal and communication abilities with strong self-confidence Entrepreneurial spirit with a desire to positively impact others' lives Ability to work with and learn from top performers Must be authorized to work in the United States Benefits Health, dental and vision 401(k) Employee Stock Purchase Plan (ESPP) Disability Life Insurance Transportation Reimbursement Incentive Program (TRIP) Company Overview We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. It was founded in undefined, and is headquartered in , with a workforce of 5001-10000 employees. Its website is