Wealth Management Associate - Retirement Group-MI, Troy

Job Title

Wealth Management Associate – Retirement Benefits Group

United States – MI – Troy

Equitable Advisors is a leader in the wealth management industry. The Retirement Benefits Group (RBG) serves professionals in education, healthcare, and government, helping them secure retirement.

• Client Engagement
  :
  Cultivate and expand your network within established markets
• Products & Services Consultation
  :
  Educate clients on our financial products and services, demonstrating how these solutions can meet their unique needs
• Client Service & 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
  :
  Work outside the office in local schools and municipalities

• Education
  :
  Bachelor's degree or equivalent 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
  :
  Local Vice President provides guidance throughout your journey
• Leadership Development
  :
  Access to Leadership Development School for management ambition
• Professional Growth
  :
  Encouragement to pursue professional designations such as CFP®, ChFC, and the company’s Credentialed Holistic Financial Coach program
• Sign‑On Payment
  :
  Based on the time required to complete FINRA licenses and enter PEP
• Base Salary
  :
  Annual salary for eligible financial professionals
• Commissions & Bonus
  :
  Eligibility to earn commissions and bonus in addition to salary
• Benefits
  :
  Comprehensive benefits package including health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP)

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