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

Join to apply for the Wealth Management Associate - Retirement Benefits Group - OH;
Cleveland, Akron, Canton (5166) role at Equitable Advisors

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We are a leader in the wealth management industry, embracing the power of positive impact and serving professionals in education, healthcare, and government through our Retirement Benefits Group.

• 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

• 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

• 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
• Leadership Development: access to Leadership Development School for those with management ambition
• Professional Growth: encouragement to pursue professional designations such as CFP®, ChFC and Equitable Advisors’ Credentialed Holistic Financial Coach program

• Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored required FINRA licenses and registrations.
• Base Salary:
  After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional.
• Commissions and Bonus:
  In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus.
• Benefits Eligibility:
  Eligible financial professionals can participate in our comprehensive benefits programs 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.

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, and run community engagement programs such as "1,000 Hours of Giving Back" and "Equitable Excellence" scholarships.

UNITED STATES-OH-Cleveland

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

Equitable Advisors

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)