Wealth Management Associate - Retirement Benefits Group-MI, Troy

Job Title Wealth Management Associate – Retirement Benefits Group Primary Location United States – MI – Troy Organization Equitable Advisors is a leader in the wealth management industry. The Retirement Benefits Group (RBG) serves professionals in education, healthcare, and government, helping them secure retirement. Role Highlights Client Engagement : Cultivate and expand your network within established markets Products & Services Consultation : Educate clients on our financial products and services, demonstrating how these solutions can meet their unique needs Client Service & 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 : Work outside the office in local schools and municipalities Skills & Experience Education : Bachelor's degree or equivalent 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 : Local Vice President provides guidance throughout your journey Leadership Development : Access to Leadership Development School for management ambition Professional Growth : Encouragement to pursue professional designations such as CFP®, ChFC, and the company’s Credentialed Holistic Financial Coach program Sign‑On Payment : Based on the time required to complete FINRA licenses and enter PEP Base Salary : Annual salary for eligible financial professionals Commissions & Bonus : Eligibility to earn commissions and bonus in addition to salary Benefits : Comprehensive benefits package including health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP) EEO Statement Equitable Advisors, LLC, member FINRA, SIPC, is an equal opportunity employer. M/F/D/V. #J-18808-Ljbffr Equitable Advisors