Wealth Management Associate

Overview Wealth Management Associate - Retirement Benefits Group 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 retirement needs of professionals in sectors such as education, healthcare, and government to help ensure retirement security. We offer a structured professional development path to becoming a wealth manager through licensing and employment, with flexible work-life balance and potential for growth. Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Role Highlights Client Engagement: Cultivate and expand your network within established markets Products and Services Consultation: Educate clients on financial products and services and tailor solutions to their needs Client Service and Implementation: Analyze and organize client data, maintain confidentiality, prepare and implement products and 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 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: guidance from a local Vice President to assist you throughout your journey Leadership Development: access to Leadership Development School for managers-in-training Professional Growth: encouragement to pursue designations such as CFP, ChFC, and Equitable Advisors’ Credentialed Holistic Financial Coach program Sign-On Payment: based on time to complete FINRA licenses and enter PEP Base Salary: annual salary for eligible financial professionals Commissions and Bonus: eligible to earn commissions and bonus in addition to base salary Benefits: comprehensive benefits programs including health, dental and vision, 401(k); ESPP; disability; life insurance; transportation reimbursement Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and 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” and Equitable Excellence scholarships. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, and affiliates, is an equal opportunity employer. M/F/D/V. Job Details Seniority level: Entry level Employment type: Full-time Job function: Finance, Management, and Consulting Get notified about new Wealth Management Associate jobs in Bala-Cynwyd, PA. #J-18808-Ljbffr