Wealth Management Associate - Retirement Group - MN, Minneapolis

Wealth Management Associate – Retirement Benefits Group – MN, Minneapolis (2540)

Join Equitable Advisors as a Wealth Management Associate in the Retirement Benefits Group, supporting professionals in key sectors such as education, healthcare, and government.

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.

• Client Engagement:
  Cultivate and expand your network within established markets
• Products and Services Consultation:
  Educate clients on our diverse financial products and services, tailoring solutions to meet their unique needs
• Client Service and Implementation:
  Analyze and organize client data, ensuring 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:
  
  a local Vice President will provide guidance throughout your journey
• Leadership Development: access to Leadership Development School for those with management ambition
• Professional Growth: encouragement to pursue designations such as CFP®, ChFC and the 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 FINRA licenses and registrations.
• Base Salary:
  After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Annual salary: $24,000.
• Commissions and Bonus:
  Eligible to earn commissions and bonus in addition to the annual salary.
• Benefits Eligibility:
  Comprehensive benefits programs including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance and Transportation Reimbursement Incentive Program (TRIP)

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, is an equal opportunity employer. M/F/D/V. GE‑7814452.1 (4/25)(Exp.
4/29)

United States – MN – Minneapolis

Equitable Advisors

Seniority level:
Entry level

Employment type:

Part‑time
Job function:
Finance and Sales