Wealth Management Associate - Retirement Benefits Group - AZ, Scottsdale (5033)

Wealth Management Associate - Retirement Benefits Group - AZ, Scottsdale (5033) 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 Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CFP®, ChFC, Equitable Advisors’ Credentialed Holistic Financial Coach program Compensation & Benefits Sign‑On Payment: Based on the time it takes you to complete the company-sponsored 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 professionals including health, dental, vision, 401(k), ESPP, disability, life insurance, and transportation reimbursement incentive program (TRIP) 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 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, is an equal opportunity employer. M/F/D/V. GE‑7814452.1 (4/25) (Exp.4/29) Primary Location

UNITED STATES‑AZ‑SCOTTSDALE

Organization Equitable Advisors Senior level: Entry level Employment type: Part‑time Job function: Finance and Sales Referrals increase your chances of interviewing at Equitable Advisors by 2x. Get notified about new Wealth Management Associate jobs in Scottsdale, AZ. #J-18808-Ljbffr Equitable Advisors