Wealth Management Associate - Retirement Benefits Group
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 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, 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) #J-18808-Ljbffr Equitable Advisors
- A wealth management firm in Miami is seeking a Wealth Management Associate to join the Retirement Benefits Group. This role involves client engagement, educating clients on financial products, and ensuring data confidentiality. The ideal candidate will have a Bachelor'...RetirementFlexible hours
$45k - $65k
At Guerra Wealth Advisors , we’re on a mission to redefine retirement planning and elevate how families... ...experience holistic wealth management. With over three... ...the Wealth Management Associate role is your opportunity... ...Update CRM statuses, tier groups, meeting outcomes, and...RetirementBase plus commissionFull timeWeekday work- Job Duties:Associate, Non-Self‑Sustaining Advisor withGoldman Sachs... .... Create comprehensive wealth management plans for ultra‑high net worth... .... Financial Wellness & Retirement We assist employees in saving... ..., and provide a number of benefits to help employees prepare for...RetirementFull timeTemporary workWork at office
- Job Duties Associate, Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Work... ...Accounting, Economics, Management, or related field and two... ...in a timely manner. Benefits We offer a wide range of... .... Financial Wellness & Retirement: We assist employees in...RetirementFull timeTemporary workWork at office
- Wealth Management Associate with Leadership Ambition Leaders are critical to the growth of an organization... ...earning potential and comprehensive benefit plans sponsored by the company: Health... ...Long-Term Disability Programs; Basic Group Life Insurance Work-life balance and...SuggestedTemporary workLocal areaRemote work
$100k - $150k
...providing turnaround management, performance improvement... .... The PEPI IT group is a growing business... ...assignments. Senior Associate We are seeking individuals... ...Marsal Holdings’ fringe benefits consisting of healthcare... ...time as well as a 401(k) retirement plan. Provided the...RetirementFull timePart timeInterim roleFlexible hours- Guerra Wealth Advisors is seeking a dedicated Wealth Management Associate in Miami, FL to ensure a seamless client onboarding experience. This full-time role involves... ...opportunities for personal growth in a supportive environment. #J-18808-Ljbffr Guerra Financial GroupFull time
$125k - $180k
Senior Associate/AVP: Real Estate, Alternative Credit Solutions Group Miami, FL Description Full-time Hybrid: 4 days per week... ...diligence, closing and asset management of real estate credit investments... ..., financial and/or other benefits (including 401(k) eligibility and...Full timeWork at officeFlexible hours- Associate Banker You are customer focused, enjoy building... ...Industries group. In this role you will... ...balanced with the ability to manage risk (credit, operational... ...also offer a range of benefits and programs to meet... ...and wellness centers, a retirement savings plan, backup...Retirement
- Responsibilities Associate, Non-Self-Sustaining Advisor with Goldman Sachs & Co. LLC in Miami, Florida. Create comprehensive wealth management plans for ultra-high net worth individuals and families... ...by Firm. ©The Goldman Sachs Group, Inc., 2026. All rights reserved....Local area
$250k
...seeking a Market Executive Function Group Manager in Miami, Florida. This senior... ...possess extensive experience in wealth management and proven leadership... ...$250,000 to $500,000, along with benefits such as medical coverage, retirement plans, and wellness programs. #J-...Retirement- ...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high... ...developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition...Flexible hours
$72k - $97k
Lead Associate, Client Success As a Lead Associate, Client... ...of client success management, customer care and commercial... .... Compensation and Benefits Base salary range and... ...Spending Accounts, Group Accident, Group... ...for Washington roles) Retirement Benefits: Qualified contributory...RetirementFull timeTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- ...Contract: Full-time Practice Group: Executive Compensation... ...executive compensation, and private wealth matters. As a firm, we focus... ...compensation and employee benefits issues that are central to... ...plans, as well as our 401(k)-retirement program. Sterlington uses...RetirementFull timeContract workRemote work
$240k - $350k
Foley & Lardner LLP is seeking an associate with 2-5 years of experience to join their Employee Benefits & Executive Compensation practice. This role involves supporting... ...employee benefits, advising clients on retirement plans, and handling multiple matters in a collaborative...Retirement- ...Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • Assist Financial Advisors with client/potential client meetings and provide support for client relationship...Flexible hours
- The Goldman Sachs Group in Miami, Florida is seeking an Associate, Non-Self-Sustaining Advisor to provide tailored wealth management strategies for ultra-high net worth clients, primarily from Argentina and Uruguay. This role involves advising clients on investment opportunities...
$75.5k - $83.05k
...welcoming and casual environment, great benefits, wellness program offerings,... ...and problem solving. As the Senior Associate, Financial Benefits - Retirement, you will be responsible for the... ...functionally Experience with partnership management Experience with Jira and...RetirementWork experience placementCasual workLocal area$125k - $190k
...Morgan offers a pathway to Wealth Management through comprehensive, expert... ...holistic planning is a primary benefit of being a J.P. Morgan... ...philanthropy, college savings, retirement, and cash flow planning. Knowledge... ...skills in one-on-one and group meetings Strong working...RetirementWork at office- A premium hotel group in Miami Beach is seeking a Uniform Room Supervisor to manage daily operations of the uniform room, ensuring availability... ...position offering a range of benefits including medical and dental insurance, a 401(k) retirement plan, and generous paid time off....RetirementFull time
- ...Associate, Sales Work alongside an advisor team to help service clients and their families... ...) in Finance, Accounting, Economics, Management, or related field and two (2) years of experience... ...Associate Locations Miami, FL, United States The Goldman Sachs Group, Inc.
- POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), and teams on a daily basis. As senior members of the service team, they build trusted relationships through...Local area
- Equitable Advisors in Miami is seeking dedicated individuals for a wealth management career. This role involves engaging with clients to provide tailored financial solutions and extensive support through mentorship and resources. Ideal candidates hold a Bachelor's degree...Flexible hours
- Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra‑high-net-worth... ...developing high‑caliber talent. Bernstein Private Wealth Associates are client‑service professionals who exhibit drive, ambition...Flexible hours
- Bernstein Private Wealth Management seeks motivated Associates to join their team in Miami, FL. This role involves supporting Financial Advisors and enhancing client relationships while participating in a robust training program designed for career advancement. Candidates...
- Morgan Stanley is seeking Wealth Management Associates based in Miami, Florida. In this position, you will provide exceptional client support, assist Financial Advisors, and contribute to business development efforts. The ideal candidate should be fluent in Spanish and...
$240k - $350k
Foley & Lardner is seeking an associate with 2-5 years of relevant... ...experience to join the Employee Benefits & Executive Compensation (... ...to qualified and nonqualified retirement plans and health and welfare... ...writing skills, and the ability to manage multiple matters in a...RetirementWork at office- ...SUMMARY Business Development Associates provide exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...Consultants, Business Development Managers and Branch Management • At... ...and comprehensive employee benefits and perks in the industry. There...Full timeWork experience placementLocal area
$55k - $157.3k
...Supervisory Specialist Senior within PNC's Wealth Management organization, you will be based within... ...effectively managing all of the risks associated with their business objectives and... ...longer with business discretion. Benefits PNC offers a comprehensive range...Full timeTemporary workPart timeWork experience placementWork at office$75k
...and a stronger community of associates united by our mission. At Capital... ...salary, bonuses and benefits. Your company-funded retirement contribution will factor in... ...can succeed as a Divisional Wealth Management Consultant at Capital Group." As a Divisional Wealth...RetirementFull timeTemporary workLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Associate - Retirement Benefits Group. Be the first to apply!


