Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Associate - Retirement Benefits Group - OH; Cleveland, Akron, Canton (5166)

$24k

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 Compensation & Benefits Sign‑On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company sponsored required FINRA licenses and registrations. Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional. Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs 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. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. 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). Primary Location UNITED STATES-OH-Cleveland Other Locations

UNITED STATES-OH-WESTLAKE, UNITED STATES-OH-LORAIN

#J-18808-Ljbffr Equitable Advisors

Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Associate - Retirement Benefits Group - OH; Cleveland, Akron, Canton (5166) in Westlake, OH vacancy
  • Financial Professional - Retirement Benefits Group - OH, Cleveland, Lorain, Westlake (2661) Apply for the Financial Professional - Retirement Benefits...  .... Background Equitable Advisors is a leader in wealth management that emphasizes positive impact in the communities it... 
    Retirement
    Part time
    Local area
    Remote work
    Flexible hours

    Equitable Advisors

    Westlake, OH
    4 days ago
  • $24k

    Financial Professional - Retirement Benefits Group Location: Cleveland, Lorain (Lake County), Westlake (Ohio) - positions...  ...Development School for those with management ambition. Professional Growth:...  ...program. Primary Location UNITED STATES-OH-Cleveland Other Locations UNITED... 
    Retirement
    Part time
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors

    Westlake, OH
    4 days ago
  • Associate Wealth Advisor Confidential Wealth Management Firm - Avon, Ohio Area - Onsite A growing, client-focused wealth...  ...planning recommendations related to retirement, investments, tax strategies,...  ...sales driven Compensation & Benefits Competitive base salary plus bonus... 
    Retirement

    H Cap Connect, LLC

    Avon, OH
    1 day ago
  • Build Your Career as a Wealth Advisor The wealth management industry is full of training programs that promise to develop great advisors. Most don...  ...make coordinated decisions across investments, taxes, retirement planning, risk management, and estate planning. As an... 
    Retirement

    Kinetic Wealth

    Westlake, OH
    1 day ago
  •  ...Driver W2 - Westlake, OH Are you a CDL-A driver...  ...? At American Trucking Group, we offer reliable...  ...No Touch Freight: ~ Benefit from 100% dedicated freight...  ...lanes starting from North Canton, OH, to Maryland and...  ...• 401(k) retirement plan... 
    Retirement

    American Trucking Group

    Westlake, OH
    16 days ago
  • $90k

     ...Wealth Advisor - 401K Expert, CLEVELAND, OH, $90,000 Annually Requirements: • Bachelor...  ...experience advising corporate retirement clients • AIF...  ...can-do attitude Benefits: • Generous salary and...  ...making a difference for our clients, team members and associates
    Retirement

    Dimensional Thinking

    Bay Village, OH
    1 day ago
  •  ...Join our Greater Cleveland YMCA team in living...  ...developing and managing all wellness program...  ..., volunteers). Group exercise;...  ...required reports for association and branch. Promote...  ...comprehensive Benefits Plan including Health...  ...Assistance Plan, Retirement 8% paid by the... 
    Retirement
    Part time
    Work experience placement
    Work at office
    Local area
    Shift work

    Cleveland YMCA

    Westlake, OH
    1 day ago
  • Equitable Advisors in Westlake, OH is seeking motivated candidates to join their team...  .... You'll engage clients and work on retirement solutions tailored to professionals in education...  ...structured path to becoming a licensed wealth manager. With comprehensive training, mentorship... 
    Retirement
    Flexible hours

    Equitable Advisors

    Westlake, OH
    8 hours ago
  •  ...for a Welder Fuser to join out Greater Cleveland Area team. A welder fuser, also known...  ...wages and industry-leading benefits including Retirement Plan This position is subject to the...  ...TypeFull-Time Regular LocationUS-OH-Columbia Station Workplace TypeField... 
    Retirement
    Local area

    Quanta Services

    Columbia Station, OH
    3 days ago
  •  ...company, which operates 23 stores (19 in Cleveland, Ohio and 4 in Chicago, Illinois), two...  ...Heights, Ohio). Culturally, we are an associate-first company that emphasizes quality...  ...Saturday, Sunday and evenings. Benefits Retirement Plan Company-sponsored 401k plan for eligible... 
    Retirement
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    Heinen's Grocery Store

    Avon, OH
    1 day ago
  •  ...Description ➕General Practice Care - Associate Veterinarian - North...  ...an overview. of rewards and benefits that our partners may offer,...  ...will be provided by the hiring manager during each interview process...  ...family time is a priority! Retirement plans that provide a company... 
    Retirement
    Relocation package

    USVTA LLC

    North Ridgeville, OH
    12 days ago
  • Client Service Manager I / II / III - (Custody) - Wealth Client Experience page is loaded##...  ...and promote our Internal associates while supplementing their...  ...Implementations and Transitions group* Going into various...  ...strategic acquirers, and retirement advisors and administrators... 
    Retirement
    Work at office

    Soteria Reinsurance Ltd.

    Westlake, OH
    2 days ago
  • Join us as an Associate Veterinarian, DVM at VCA...  ...west of downtown Cleveland along the...  ...Opportunities to manage advanced cases with...  ...Lyra Health) 401k retirement savings plan with...  ...gender affirmation benefits Paid parental, vacation...  ...standing to practice in (OH), or the ability... 
    Retirement
    Full time
    Local area
    Monday to Friday
    Shift work

    VCA Seaside Animal Hospital

    Lakewood, OH
    4 days ago
  •  ...patient and family to manage those problems. Serve...  ...appropriate care to all age groups. Ability to handle...  ...Package to include Retirement, Health, Dental, Vision, voluntary benefits and Corporate Discounts...  ...7876 St. Clair Ave. Cleveland, OH 44114 216.383.2222 or... 
    Retirement
    Work at office
    Weekend work

    Hospice of the Western Reserve

    Fairview Park, OH
    1 day ago
  • $20.05 - $35 per hour

     ...agree that it’s a great time to join #TeamWFM. The Associate Team Leader, WFMOA: E‑Commerce requires you to...  ...with experience. Whole Foods Market offers Whole Benefits, which may include health insurance, retirement plan benefits, eligibility for a store discount, paid... 
    Retirement
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Afternoon shift

    Whole Foods Market IP. L.P.

    Rocky River, OH
    2 days ago
  • $1,690 per week

     ...Term Acute Care Location: Avon, OH Agency: Core Medical Group Pay: $1,690 per week Shift...  ...receive: Access to an extensive benefits package, including day 1 health,...  ...1(k) benefits to help you save for retirement Licensure assistance and reimbursement... 
    Retirement
    Hourly pay
    Weekly pay
    Full time
    Contract work
    Immediate start
    Shift work
    Night shift

    Core Medical Group

    Avon, OH
    11 days ago
  • $64.7k - $94.1k

     ...Avon / Ohio (US-OH), United States...  ...Knorr-Bremse Group, the global leader...  ...Manage customer support...  ...~ Technical Associates degree preferred...  ...Requirements for these benefits will be controlled...  ...package. Nearest Major Market: Cleveland Nearest Secondary Market: Akron
    Remote work
    Worldwide

    Knorr-Bremse

    Avon, OH
    1 day ago
  •  ...Benefits • Health, dental, and...  ...• 401(k) retirement plan...  ...W2 - North Ridgeville, OH Are you a CDL-A driver...  ...? At American Trucking Group, we provide consistent...  ...lanes starting in North Canton, OH, with runs to Maryland... 
    Retirement

    American Trucking Group

    North Ridgeville, OH
    5 days ago
  • $52.2k - $85.3k

     ...Avon / Ohio (US-OH), United States...  ...Knorr-Bremse Group, the global leader...  ...Reports To: Manager, Field Service...  ...channels and trade associations. Possesses...  ...that will benefit the company most...  ...package. Nearest Major Market: Cleveland Nearest Secondary Market: Akron
    Work at office
    Remote work
    Worldwide

    Knorr-Bremse

    Avon, OH
    1 day ago
  • $1,670 - $2,180 per week

     ...Benefits • Health, dental, and vision...  ...• 401(k) retirement plan...  ...Company Driver W2 - North Olmsted, OH Are you a qualified CDL-A driver...  ...competitive pay? At American Trucking Group, we provide predictable dry van... 
    Retirement
    Weekly pay
    Work at office
    Night shift

    American Trucking Group

    North Olmsted, OH
    6 days ago
  • $1,500 - $1,700 per week

     ...Benefits ~Health, dental, and vision...  ...~401(k) retirement plan...  ...Purchase Truck Driving Jobs - Avon, OH Are you a CDL-A driver looking...  ...opportunities? At American Trucking Group, we provide lease purchase programs... 
    Retirement
    Flexible hours

    American Trucking Group

    Avon, OH
    6 hours ago
  • $1,670 - $2,180 per month

     ...Benefits • Health, dental, and vision...  ...• 401(k) retirement plan...  ...Company Driver W2 - Westlake, OH Are you an experienced CDL-...  ...attractive pay? American Trucking Group presents dependable dry van routes... 
    Retirement
    Work at office
    Night shift

    American Trucking Group

    Westlake, OH
    4 days ago
  • $1,500 - $1,700 per week

     ...Benefits ~Health, dental, and vision...  ...~401(k) retirement plan...  ...Truck Driving Jobs - Westlake, OH Are you a CDL-A driver searching...  ...earnings? At American Trucking Group, we provide lease purchase programs... 
    Retirement
    Flexible hours

    American Trucking Group

    Westlake, OH
    7 hours ago
  •  ...Benefits • Health, dental, and vision...  ...• 401(k) retirement plan...  ...Truck Driving Jobs - Westlake, OH Are you a CDL-A driver looking...  ...equipment? At American Trucking Group, we offer dry van routes with... 
    Retirement

    American Trucking Group

    Westlake, OH
    6 days ago
  •  ...Licensed Assistant Manager - North Olmsted, OH - LensCrafters Brand: LensCrafters Location: North...  ...LensCrafters Position: Full-Time Total Rewards: Benefits/Incentive Information LensCrafters is...  .... Benefits may include health care, retirement savings, paid time off/vacation, and... 
    Retirement
    Minimum wage
    Full time
    Local area
    Flexible hours
    Night shift

    EssilorLuxottica SA

    North Olmsted, OH
    1 day ago
  •  ...Job Description Sales Manager Location: North Olmsted, OH Company: Serpentini Chrysler...  ...clean driving record. Benefits ~ Competitive base...  ...vision insurance. ~401(k) retirement plan with company match....  ...the Serpentini Auto Group. How to Apply If you... 
    Retirement

    Serpentini CDJR

    North Olmsted, OH
    1 day ago
  •  ...Join our Greater Cleveland YMCA team in living...  ...developing and managing all program areas...  ...Accountabilities: group exercise;...  ...required reports for association and branch. Sales...  ...receive comprehensive Benefits Plan including...  ...Assistance Plan, Retirement 8% paid by the YMCA... 
    Retirement
    Part time
    Work experience placement
    Work at office
    Local area
    Immediate start
    Shift work

    Cleveland YMCA

    Lakewood, OH
    3 days ago
  •  ...InfraSource is looking for a welder fuser to join our Greater Cleveland Area team. A welder fuser, also known as a gas fuser or...  ...future growth Competitive wages and industry-leading benefits including Retirement Plan This position is subject to the Federal... 
    Retirement
    Local area

    Ampacity

    Columbia Station, OH
    3 days ago
  • $45k

     ...Join Lap of Love as an In-Home, Associate Veterinarian in Cleveland, OH and surrounding areas. Imagine a...  ...seasoned mentors, and dedicated practice managers who want to see you shine, you’ll...  ...plus bonus opportunities and benefits. Full-time (3-day, 4-day, and 5-day... 
    Full time
    Part time
    Flexible hours
    2 days per week

    Lap of Love

    North Olmsted, OH
    17 hours ago
  •  ...we are seeking a Production Associate to join our team and contribute...  ...and TCH Koehler LLC in Cleveland, OH. Your role will involve tasks...  ...with safety guidelines. Benefits: ~401(k) ~ Dental insurance...  ...account ~ Parental leave ~ Retirement plan ~ Vision insurance... 
    Retirement

    TCH Industries

    Brooklyn Heights, OH
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Associate - Retirement Benefits Group - OH; Cleveland, Akron, Canton (5166). Be the first to apply!