Wealth Management Associate - Retirement Benefits Group
Equitable Advisors
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Role Highlights Client Engagement: Cultivate and expand your network within established markets Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services Work-Life Balance: Flexible schedule to maximize productivity and personal time Location: Working outside the office in local schools and municipalities Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus : In addition to an annual salary, financial professionals are eligible to earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.GE-7814452.1(4/25)(Exp.4/29) #J-18808-Ljbffr Equitable Advisors
- Equitable Advisors in New York seeks individuals to join The Retirement Benefits Group, offering a structured path to becoming a wealth manager through licensing and employment. You will engage clients in schools and municipalities, educate them on financial products,...RetirementBase plus commissionFlexible hours
- ...Corporate Actions Associate leverages extensive... ...expertise to manage complex voluntary... ...is eligible for a benefits package that may include... ...benefits; retirement savings; paid time... ...company providing wealth management, capital... ...enriching networking groups to prioritizing diversity...RetirementWork experience placementWork at officeLocal area
- Wealth Management Associate with Future Leadership Opportunity Leaders are critical to the growth of an... ...Unlimited earning potential and comprehensive benefit plans: Health plan (medical, dental,... ...Long‑Term Disability Programs, Basic Group Life Insurance Work‑life balance and...SuggestedTemporary workLocal areaRemote work
- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors... ...speak comfortably to large groups Organizational and project... .... We also offer a range of benefits and programs to meet... ...health and wellness centers, a retirement savings plan, backup childcare...Retirement
- A wealth-management firm is seeking a Wealth Management Associate in New York to help shape future leaders. Responsibilities include networking for talent, coaching... ...access to leadership training, comprehensive benefits, and opportunities for career advancement. Join a...SuggestedRemote job
$52k - $65.2k
Specialist, Client Service Management I - Wealth Services Ops Location: Lake Mary, FL At BNY, our... ...client services preferred. Compensation & Benefits BNY offers highly competitive... ...- Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/...Temporary workWork experience placementWorldwideFlexible hours$150k - $200k
...of the Role The Wealth Consultant drives... ...for Calamos Wealth Management by cultivating... ...referral partner associates at their offices... ...communication of benefits and outcomes. Cultivate... ...individual and group settings in... ...disability), as well as retirement benefits (401(k)...RetirementTemporary workRelocationFlexible hours$60k - $70k
...Fellowship Financial Group empowers clients... ...avoid common retirement pitfalls and align... ...a Client Service Associate to join our team in... ...services, account management, and daily operations... ...years minimum in wealth management, financial... ...Compensation, Benefits, & Schedule Annual...RetirementWork at office$20 per hour
...designing, building, managing and maintaining one-of... ...: As a Community Care Associate, your primary responsibilities... ...-winning culture, our benefits take into... ...from career development, retirement, family matters and health... ...of employee resource groups, providing opportunities...Retirement1 day per week$88k - $150k
...1 We offer a comprehensive benefits package to support the well-... ...nation’s leading emergency management and homeland security consulting... ...Recovery Senior Managing Associate will help lead and manage operations... .../vision insurance, 401(k) retirement plan, flexible spending...RetirementFull timeTemporary workWork at officeLocal areaImmediate startFlexible hours- JPMorgan Chase & Co. in New York is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will handle account openings, money movements, and investment trades while helping...
- RBC Wealth Management is seeking a Senior Business Associate to support a senior Financial Advisor or team of FAs with analytics, investment data review and sales support. You will help develop asset allocation strategies and communicate performance results to clients...
- Regus Management Group, LLC is seeking a Community Associate in a front-line, on-site role at our Hialeah, FL center. You will help customers with inquiries, manage day-to-day operations, and support events and center services to ensure a smooth experience for members...Part timeFlexible hours
- ...worth division of J.P. Morgan Wealth Management, which offers U.S. based... ...needs. As a Client Service Group Manager in J.P. Morgan Advisors... ...and manage human resources, benefits issues, attendance, and... ...health and wellness centers, a retirement savings plan, backup childcare...RetirementLocal area
$150k - $200k
Calamos Investments is seeking a Wealth Consultant to drive business development within our Wealth Management division. This role involves building... ...0,000 along with a comprehensive benefits package including health insurance and retirement plans. #J-18808-Ljbffr Calamos...Retirement$90k - $120k
A national wealth management firm is seeking a Portfolio & Wealth Planning Analyst to join their boutique team. The role involves... ...of $90,000 - $120,000, plus bonus and comprehensive benefits including medical and retirement plans. #J-18808-Ljbffr Robertson Stephens Wealth...Retirement- ...report individuals, groups, behaviors, or... ...and travel risk management. Education/Requirements... ...requirements associated with protective... ...Workstyle Resident Benefits The total... ...disability benefits; retirement savings; paid time... ...company providing wealth management, capital...RetirementTemporary workWork experience placementWork at officeLocal areaWork from homeFlexible hoursNight shift
- ...Analyst Technology, Wealth... ...part of our Wealth Management Technology team,... ...diverse stakeholder groups.**AI & Innovation... ...is eligible for a benefits package that may... ...disability benefits; retirement savings; paid time... ...Raymond James our associates use five guiding...RetirementWork experience placementWork at officeMonday to Friday3 days per week
$150k - $200k
Income Research + Management is seeking a Vice President for Private Wealth, responsible for driving asset growth across the Southern U.S. The ideal... ...annual bonuses. IR+M offers comprehensive benefits, including medical, retirement contributions, and generous PTO. #J-18808-...Retirement$76.38k
Position Overview The Associate Dean, Academic Affairs leads and manages the academic programs and... ...associations, business groups, and civic clubs; promote... ...education and experience. Benefits Tuition fee waiver at... ...workshops, and more. State retirement plan options and...RetirementTemporary workWork experience placementWork at officeRemote work- ...provide solutions that benefit our customers, our... ...Description About the role The Associate legal counsel role... ...matters, subsidiary management and other corporate matters... ...for the practice group, including costs for internal... ...Paid Parental Leave Retirement Savings Plan with...RetirementFull timeTemporary workWorldwideFlexible hours
- ...Job Description Associate Legal Counsel role supports... ...treasury matters, subsidiary management and other corporate... ...for the practice group, including costs for internal... ...in the United States. Benefits Medical, dental and... ...Paid Parental Leave Retirement Savings Plan with company...RetirementFull timeTemporary workFlexible hours
$49k - $50k
...Associate Photographer – Tampa / Polk CoStar Group (NASDAQ: CSGP) is a leading global provider of... ...associates, logistics and the management team. Photographers are... ...tuition reimbursement. Benefits Comprehensive... ...parking benefits. 401(K) retirement plan with matching contributions...RetirementHourly payFull timeWork at officeLocal areaRemote workWork from homeWeekend work$225k - $260k
Position: Junior Transactions Associate Location: Jacksonville, FL or... ...its Transactions Practice Group in either Jacksonville or Orlando... ...mindset. Compensation & Benefits Salary Range: $225,000 - $26... ...and vision insurance 401(k) retirement plan Life and disability insurance...RetirementFull time- ...gazebo, Freedom Square retirement community in Seminole,... ...options, a wealth of exceptional services... ...good staffing ratios Benefits for Full and Part Time... ...from you! As a Bistro Associate , you will be responsible... ...process payments and manage transactions accurately...RetirementFull timePart timeImmediate start
$70k - $150k
...become available. Emergency Management – Individual Assistance (IA)... ...strategies and solutions, such as group sites, hotels, tents, and... ...organizational needs. Comprehensive benefits program, including health/dental/vision insurance, 401(k) retirement plan, flexible spending...RetirementFull timeTemporary workLocal areaImmediate startFlexible hours- ...permanent and extended workforce management to services procurement,... ...York, Washington and Maryland. Benefits are subject to change and may... ...vision Hospital plans 401(k) Retirement Plan – Pre-tax and Roth post-... ...Time Off/Leave(PTO, Allegis Group Paid Family Leave, Parental Leave...RetirementPermanent employmentContract workTemporary work
- ...candidate will also join a talented group of other WSP communications... ...with construction project managers to identify and help manage... ...afforded a comprehensive suite of benefits including medical, dental, vision, disability, life, and retirement savings focused on providing...RetirementWork at officeLocal areaFlexible hours
$125k - $185k
Position Title: Lead Wealth Advisor Salary Range: $125,... ...million in assets under management, guiding clients through retirement, investment, tax, and estate... ...closely with associate advisors, client service... ...platforms is valuable Benefits Total compensation potential...RetirementImmediate startFlexible hours- Associate Veterinarian Department: General Practice Hospitals... ...training program Manage a varying caseload,... ...license in that state) Benefits Sign-On Bonus Options... ...Healthcare Packages & 401k Retirement Match 3 Weeks PTO,... ...annually #J-18808-Ljbffr American Veterinary GroupRetirementFull timeRelocation packageFlexible hours
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