Wealth Management Associate - Retirement Group

Job Description – Wealth Management Associate – Retirement Benefits Group – MN, Minneapolis (4072) (220000R0)

United States – MN – Minneapolis

Equitable Advisors is a leader in the wealth management industry, embracing positive impact for individuals who build and support their communities. The Retirement Benefits Group (RBG) addresses the unique retirement needs of professionals in education, healthcare, and government, ensuring they have the security they deserve.

• Client Engagement:
  Cultivate and expand your network within established markets
• Products and Services Consultation:
  Educate clients on diverse financial products and services, tailoring solutions to meet their unique needs
• Client Service and Implementation:
  Analyze and organize client data, maintain confidentiality, and implement appropriate products and 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 who will assist you throughout your journey, offering valuable insights and support
• 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 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, eligible to become a 20th Edition RBG financial professional; annual salary of $24,000
• 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 comprehensive benefits programs including health, dental, vision, 401(k);
  Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP), subject to program terms and conditions

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 initiatives such as “1,000 Hours of Giving Back,” sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually.

Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V.