Wealth Management Associate – Retirement Group

Wealth Management Associate – Retirement Benefits Group

Are you ready to make a real difference in people’s lives while building a rewarding career? Equitable Advisors, a leader in wealth management, supports the Retirement Benefits Group (RBG) in addressing retirement needs for professionals in education, healthcare, and government to help ensure retirement security. We offer a structured path to becoming a wealth manager through licensing and employment, with flexibility to design your own work-life balance and a strong income potential.

• Client Engagement:
  Cultivate and expand your network within established markets
• Products and Services Consultation:
  Educate clients on a diverse range of financial products and services, tailoring solutions to meet their needs
• Client Service and Implementation:
  Analyze and organize client data, maintain confidentiality, and prepare/implement appropriate products and services
• Work-Life Balance:
  Maintain a flexible schedule to maximize productivity and personal time
• Location:
  
  Work 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 licensing
• Preliminary Employment Period (PEP):
  Comprehensive 120-day hands-on training
• Virtual University:
  Access to Equitable Advisors’ Virtual University for ongoing learning
• Mentorship:
  Opportunities for joint work and mentorship
• Personalized
  
  Coaching:
  
  Guidance from a local Vice President to support your success
• Leadership Development:
  Access to Leadership Development School for management aspiration
• Professional Growth:
  Encouragement to pursue designations such as CFP®, ChFC, and Equitable Advisors’ Holistic Financial Coach program
• Sign-On Payment:
  Based on time to complete FINRA licenses and enter PEP
• Base Salary:
  Annual salary for eligible financial professionals
• Commissions and Bonus:
  Eligible to earn commissions and bonus in addition to salary
• Benefits:
  Comprehensive benefits including health, dental, vision, 401(k), ESPP, disability, life insurance, and transportation reimbursement (TRIP), subject to program terms

Equitable Advisors is committed to making a difference in the lives of its people and 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” and “Equitable Excellence,” which awards college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. FINRA/SIPC member. See company disclosures for details.

Location-based salary ranges and job postings are provided for informational purposes and may be updated. Example locations include Chester Springs, PA;
Philadelphia, PA;
King of Prussia, PA;
Camden, NJ; and other Greater Philadelphia area locations.