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

Primary Location UNITED STATES-OH-Cleveland Other Locations

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

Organization Equitable Advisors is a leader in the wealth management industry, focused on impact-driven work. The Retirement Benefits Group (RBG) serves professionals in education, healthcare, and government to ensure retirement security. Role Highlights Client Engagement: Cultivate and expand your network within established markets Products and Services Consultation: Educate clients on diverse financial products and tailor solutions to meet their unique needs Client Service and Implementation: Analyze and organize client data, maintain confidentiality, prepare and implement products & services Work-Life Balance: Flexible schedule to maximize productivity and personal time Location: Work 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 licensing Preliminary Employment Period (PEP): comprehensive 120‑day hands‑on training Virtual University: access to continuous learning platform Mentorship: opportunities for joint work and mentorship Personalized Coaching: local Vice President support throughout your journey Leadership Development: access to Leadership Development School Professional Growth: encouraged to pursue CFP, ChFC, and Credentialed Holistic Financial Coach programs Compensation & Benefits Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of required FINRA licenses and registrations Base Salary: After PEP, eligibility for a $24,000 annual salary as a 20th Edition RBG financial professional Commissions and Bonus: Eligible to earn commissions and bonus in addition to base salary Benefits Eligibility: Participation in 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 social impact and community engagement. Diversity and inclusivity are valued, with wellness programs and employee resource groups. Programs include “1,000 Hours of Giving Back” and “Equitable Excellence” scholarships. Application Information Applications are accepted at any time; no set deadline. Legal Statement Equitable Advisors, LLC, member FINRA, SIPC, and affiliates is an equal‑opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29) #J-18808-Ljbffr Equitable Advisors