Wealth Management Associate - Retirement Benefits Group
Equitable Advisors LLC
**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 is an equal opportunity employer. #J-18808-Ljbffr
- Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor... ...and firmwide networks to benefits, wellness and personal... ...Financial Wellness & Retirement: We assist employees in... ...Learn More #J-18808-Ljbffr Goldman Sachs Group, Inc.RetirementFull timeWork at office
- ...The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric... ...and implementing strategies in retirement, risk management, tax, estate, and investment planning... ...annual cash bonus and a comprehensive benefits package, including but not limited...Retirement
$90k - $100k
...Morgan Stanley Investment Management (MSIM) is one of the largest global asset management... ...organizational skills. Ability to work in close-knit group with high consistent work volume. Must... ...attractive and comprehensive employee benefits and perks in the industry. There’s also...SuggestedTemporary workWorldwide- ...Equitable Advisors is looking for a motivated individual to join the Retirement Benefits Group and make a positive impact in people's lives through wealth management. In this role, you will cultivate a client network, educate clients on diverse financial products, and...RetirementLocal areaFlexible hours
$100k
...Associate – Transaction Advisory/Financial Due... ...Transaction Advisory Group (TAG) is a... ...funds, sovereign wealth, family office and... ...discussions with target management and drive observations... ...‑being, providing benefits and resources to... ...well as a 401(k) retirement plan. Provided the...RetirementWork at officeFlexible hours- ...Advisers was established in 2006 to meet the wealth management needs of ultra-high net worth... .... Riverview is seeking an experienced associate to support the wealth management team.... ...management, estate planning, tax planning, retirement planning, and all aspects of managing...RetirementWork experience placementWork at office
$80k - $150k
About Us Wellington Management offers... ...and results‑driven Associate to join our Venture... ...growing investment group within Wellington.... ...vehicle targeting the wealth management channel... .... Compensation & Benefits Base salary range... ...benefits include retirement plan, health and wellbeing...RetirementWork at officeRemote workFlexible hours1 day per week- ...Description The Moody Street Group, LLC , a general agency... ...create, accumulate and conserve wealth. The Moody Street Group, LLC... ...is actively recruiting new associates. We are interested in meeting... ...Sales Representatives will also benefit from a wide range of...Work at officeWorldwide
$100k
Associate - Transaction Advisory/Financial Due... ...Transaction Advisory Group (TAG) is a... ...funds, sovereign wealth, family office and... ...discussions with target management and drive observations... ...‑being, providing benefits and resources to... ...well as a 401(k) retirement plan. Provided the...RetirementWork at officeFlexible hours$52k - $94.12k
...client service team (Associates and Senior Associates), management of the client... ...TA manager/director group to close gaps, while... ...work environment. Our benefits packages are... ...your needs. And our wealth of development programs... ...which includes: our retirement savings plan (401K)...RetirementTemporary workWork experience placementWork at officeFlexible hours$28k - $125k
...Equitable Advisors is a respected wealth management firm with a proven track... ...such as employee resource groups to our much-anticipated celebration... ...Development School. Benefits and compensation Compensation... ...Seniority level Seniority level Associate Employment type Employment...Full timeTemporary workLocal areaRemote work$130k - $152.5k
...About Charles River Associates CRA is a leading global... ...- economic and management consulting - are delivered by practice groups that focus on specific... ...enables our colleagues to benefit from being together in... ...insurance; 401(k) retirement plan with employer match...RetirementWork at officeWork from home3 days per week$99.75k - $150k
...Fund Administration - Associate Boston, MA, United States... ...Services business group in the Corporate & Investment... ...you will support the management of daily client... ...a Big 4 firm a plus. Benefits We offer a competitive... ...and wellness centers, a retirement savings plan, backup childcare...RetirementFull timeWork at office$140k - $170k
...Associate Principal/Cybersecurity & Incident Response... ...services – economic and management consulting – are delivered by practice groups that focus on specific... ...Career Growth and Benefits CRA's robust skills... ...vision insurance; 401(k) retirement plan with employer...RetirementWork at officeLocal areaRemote workWork from home3 days per week$130k - $152.5k
...Senior Associate/Cybersecurity & Incident Response (Forensic... ...– economic and management consulting – are delivered by practice groups that focus on specific... ...Career Growth and Benefits CRA's robust skills... ...vision insurance; 401(k) retirement plan with employer...RetirementWork at officeLocal areaWork from home3 days per week$130k - $145k
Job Description The Senior Associate, Global Private Wealth Operations will support... ...presentations, dashboards) and manage stakeholder input, reviews... ...to drive closure. Benefits Base salary: $130,000.00 -... ...rewards package may include retirement, health, insurance, paid time...RetirementWork at officeRemote work$225k
...history and experience, Choate Wealth is a fully integrated, high-... ...and independent investment management advice through Choate Investment... ...ways we believe materially benefit our clients and our talent. All... ...is $225,000 for first year associates to $435,000 for Principal level...Work at office$68k - $120k
...POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity...Temporary workLocal area$89k - $133k
...discretion, subject to manager approval. For example,... ...employer. The Senior Associate, Client Marketing will... ...HarbourVest’s Global Private Wealth business. This role... ...and financial advisor groups. Partner with... ...package that may include retirement, health, insurance, paid...RetirementWork at officeLocal areaRemote workHome office1 day per week$100k - $170k
...Performance Improvement — Senior Associate: Operations Group/Transformation Services (... ...CDD/Strategy Interim Management M&A Services Manufacturing... ...well-being, providing benefits and resources to support you... ...disability coverages, and a 401(k) retirement plan. The company may...RetirementFull timePart timeInterim roleFlexible hours- ...Job Overview A law firm seeks an Experienced Wealth Management Associate in Boston, MA. The role involves providing sophisticated estate planning... .... Ability to work collaboratively in a team environment. Benefits Hybrid work model with office presence required four days...Work at office
$175k - $225k
...About Wealth Enhancement Wealth Enhancement is... ...an independent wealth management firm with an endless passion... ...We are seeking an Associate Regional Vice... ...exceed the range. A full benefits suite is offered, including... ...insurance, 401k retirement plan, paid time off and...RetirementFull timeTemporary workRemote workFlexible hours$130k
...Corporate Transactions Group (CTG) CTG, a... ...shaping deals. As a Senior Associate, you will have the opportunity... ...with target management and drive observations... ...well‑being, providing benefits and resources to support... ...periodically as well as a 401(k) retirement savings plan. Provided...RetirementFull timePart timeFlexible hours$85k - $160k
...The Goldman Sachs Group, Inc. is seeking an Associate in Boston, MA, to support Private Wealth Advisors by driving new business and managing client relationships. This role requires a Bachelor... ...to diversity and provides a variety of employee benefits. #J-18808-Ljbffr...$140k - $170k
...About Charles River Associates CRA is a leading global... ...services – economic and management consulting – are delivered by practice groups that focus on specific... .... Career Growth And Benefits CRA’s robust skills development... ...insurance; 401(k) retirement plan with employer...RetirementWork at officeWork from home3 days per week$88.32k - $117.88k
...with us. The American Heart Association has an excellent opportunity... ...skills, including large and small group presentations. Proficiency in... ...basis. Compensation & Benefits The expected pay range will be... ...insurance, along with a robust retirement program that includes an employer...RetirementWork at officeLocal areaImmediate start$162.23k - $220k
...performance-driven active asset management company that seeks to... ...fund, SMA/wrap, group trust, and sub-... ...year of experience as an Associate General Counsel or related... ...to a comprehensive benefits package designed to support... ...health plans Retirement Savings Paid Time Off...RetirementWork at officeLocal areaWork from homeWorldwide- ...Wealth Management Associate - MA, Hatfield Organization & Overview Equitable Advisors is dedicated to... ...and mentorship. Personalized Coaching: Benefit from the training and guidance of a... ...wellness programs and employee resource groups. Our commitment to being a Force for...Work experience placementWork at officeLocal areaFlexible hours
$420k
Responsibilities Orrick's Technology Companies Group is seeking a Senior Associate with 7 to 8 years of experience... ...Atomico, Bessemer, Coatue Management, Crosslink, Fifth Wall and Marcy Venture... ...is required. Compensation and Benefits The expected salary range for this...Temporary workWork at officeFlexible hours$58k - $115k
...Morgan-Stanley in Boston is seeking a Wealth Management Associate to deliver exceptional client service and support Financial Advisors. The ideal... ...salary between $58,000 and $115,000, with additional benefits and opportunities for career growth. #J-18808-Ljbffr...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Associate - Retirement Benefits Group. Be the first to apply!
- trading associate Boston, MA
- program associate Boston, MA
- selling associate Boston, MA
- immigration associate Boston, MA
- grants associate Boston, MA
- associate solutions consultant Boston, MA
- onboarding associate Boston, MA
- associate attorney Boston, MA
- transaction processing associate Boston, MA
- associate professional Boston, MA


