Wealth Management Associate - Retirement Benefits Group - SC, Greenville (5088)
Equitable Advisors
Job Description - Wealth Management Associate - Retirement Benefits Group - SC, Greenville (5088) (2400000Q) ** 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) Primary Location Organization #J-18808-Ljbffr Equitable Advisors
- Equitable Advisors is seeking a Wealth Management Associate for the Retirement Benefits Group in Greenville, SC. You will develop client networks, educate on financial solutions, and implement tailored services while maintaining confidentiality. Training includes FINRA...RetirementBase plus commission
- ...United States is seeking motivated professionals to join the Retirement Benefits Group (RBG) to help education, healthcare, and government... ...security. The program provides a structured path to becoming a wealth manager through licensing and hands-on employment, with the...RetirementFlexible hours
$38.5k - $61.6k
...globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-... ...approach. To learn more, please visit: Position Summary The Group Benefits Associate is responsible for providing day-to-day support to an...RetirementRemote jobWork at office$79.4k - $112.18k
...environment, and our associates dedicate thousands... ...the Private Client Group Relationship Management team, supporting both... ...advisors to strengthen wealth management... ...brokerage, trading, retirement plan regulations, and... ...diverse and inclusive benefits regardless of where...Retirement16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeFlexible hours$110k - $145k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June... ...opportunities for our associates to learn, grow and... ...competitive suite of holistic benefits designed to help our... ...and Vision Plans 401k Retirement Account with company match...RetirementTemporary workWork at officeFlexible hours- ...client’s goals in mind. We offer a unique blend of investment management and wealth planning solutions as well as access to resources and... ...presentations Support the Wealth Planning & Strategy Team with retirement, estate and insurance planning Gain experience with...Retirement
$22.5 - $30 per hour
...all from Day One. Basic Qualifications - Associate degree, or equivalent work experience -... ...disability accommodations for applicants. Benefits: Our approach to benefits and total... ...parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks...RetirementTemporary workWork experience placementWork at officeLocal area- ...investment banking, securities and investment management firm. Headquartered in New York, we... ...opportunities and firmwide networks to benefits, wellness and personal finance... ...accident insurance. Financial Wellness & Retirement We assist employees in saving and planning...RetirementFull timeTemporary workPart timeWork experience placementWork at office
- ...computational work for agricultural Best Management Practices. May perform field... ...Compensatory time Shift Differentials Benefits Harford County offers an exceptional benefits... ...insurance Flexible Spending Accounts State Retirement Plan and Deferred Compensation Long Term...RetirementPermanent employmentContract workFor contractorsWork at officeLocal areaImmediate startFlexible hoursShift work
- ...Advisors . Equitable Advisors is a respected wealth management firm with a proven track record in the... ...activities such as employee resource groups to our much-anticipated celebration of... ...in our Leadership Development School. Benefits and Compensation Compensation options...Full timeTemporary workLocal areaRemote work
- Job Duties:Associate, Systems Engineering with Goldman Sachs Services... ...reports to track and manage application health and support... ...systems management products. Benefits at Goldman Sachs We offer a... ...year. Financial Wellness & Retirement We assist employees in saving...RetirementFull timeTemporary workWork experience placementWork at office
- ...Securities Services business group in the Corporate &... ...Equity Fund Admin Associate within our client administration... ...you will support the management of daily client... ...also offer a range of benefits and programs to meet... ...and wellness centers, a retirement savings plan, backup...RetirementWork at office
- ...team is a newly formed group dedicated to advancing... ...-aligned compensation managers, the Talent... ...compensation.As a Senior Associate within Functional Compensation... ...sponsorship or benefit, including optional practical... ...wellness centers, a retirement savings plan, backup childcare...RetirementVisa sponsorship
- JPMorganChase's SEC Reporting group plays a critical role... ...produces.As an Associate within the Firmwide Analysis... .... You will develop management reporting materials... ...also offer a range of benefits and programs to meet employee... ...wellness centers, a retirement savings plan, backup...Retirement
- ...Transaction Coordinator - Associate within the Wholesale... ..., Manage, and maintain Investment... ...with various working groups created to enhance performance... ...also offer a range of benefits and programs to meet employee... ...and wellness centers, a retirement savings plan, backup childcare...Retirement
- ...Risk functions, Capital Management and Stress Testing,... ...Partners and various Policy groups. FR Y-14A reporting... ...adequacy.As a Senior Associate within the Firmwide... ...also offer a range of benefits and programs to meet employee... ...wellness centers, a retirement savings plan, backup...Retirement
- ...sheet strategies and risk management techniques via... ...Reporting Controller- Associate in the Commercial & Investment... ...and Regulatory Policy groups where appropriate to... ...sponsorship or benefit, including optional practical... ...wellness centers, a retirement savings plan, backup childcare...RetirementVisa sponsorship
$27 - $28.5 per hour
...forward thinking asset manager, we build dynamic... ...opportunities for long term wealth creation. Our talented... ...offer a comprehensive benefits package, which... ...relevant experience. #ASSOCIATE #LI-Onsite At Franklin... ...support your well-being Retirement Savings: 401(k) plan with...RetirementHourly payWork at officeLocal areaFlexible hours- ...JPMorgan Chase. As an Associate in the Firmwide Resiliency... ...with Control Management, and provide guidance... ...challenges. Support working groups and/or project teams,... ...also offer a range of benefits and programs to meet employee... ...wellness centers, a retirement savings plan, backup...RetirementWork at officeWork visa
$95.6k - $162.4k
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking... ...of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits...RetirementH1bWorldwideFlexible hours- ## Front Office Associate - Gage Dental GroupApplylocations... ...02300At **Gage Dental Group**, we take pride in... ...Welcome patients and manage the check-in/check-out... ...and detail-oriented**Benefits We Offer**:* Paid Holidays... ...Off (PTO)* 401(k) Retirement Plan* Health and Vision...Retirement
- ...Locations Showing 1 location Wealth Management Operations is responsible for the processes associated with wealth management operations... .... Portfolio management, retirement account administration, and financial... ...in a comprehensive benefits package that includes medical...RetirementFull timeWork experience placement
- ...in compliance and risk management will shape the future... ...continuous improvement. As an Associate Control Manager within... ...across multiple groups and organizational... ...also offer a range of benefits and programs to meet employee... ...wellness centers, a retirement savings plan, backup...RetirementWork at officeFlexible hours
$88.9k - $151.1k
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking... ...of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits...RetirementH1bWorldwideFlexible hours$70.49k - $119.89k
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking... ...of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits...RetirementH1bWork at officeWorldwideFlexible hours- ...technical, communication and risk management skills. The ideal candidate... .... Our Client Coverage Group manages key client relationships... ...fixed income, mutual funds, retirement products, etc. Partner with... ...opportunities and firmwide networks to benefits, wellness and personal...RetirementFull timeTemporary workWork at officeFlexible hours
$61.5k - $98.3k
...As a global leader in innovative wealth management, asset servicing, asset management... ...their long‑term objectives. This Associate Consultant role supports a successful... ...Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health...RetirementWork experience placementH1bLocal areaWorldwideFlexible hours- All Jobs > Senior Associate, Advanced Wealth Planning Senior Associate, Advanced Wealth Planning Remote... ...an established and expanding wealth management firm, is looking for a Financial... ...estate, insurance, investments, employee benefits, etc.) Meet with clients on an...Local areaRemote workDay shift
- Equitable Advisors in Secaucus, NJ, is seeking a Wealth Management Associate to build client relationships, craft financial strategies, and discuss... ..., with biweekly pay during initial period and potential for commissions and benefits. #J-18808-Ljbffr Equitable AdvisorsWork at office
- ...known as Resolute Investment Managers, is a diversified asset... ...platform delivers strategic benefits through a full suite of distribution... ...tailored for the U.S. wealth and retirement markets. For affiliated... ...Friday. Job Description: The Associate Analyst / Analyst,...RetirementWork at officeWork from home
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