Wealth Management Associate - Retirement Benefits Group CO, Denver (5238)

Role Highlights

Cultivate and expand your network within established markets
Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Enjoy the flexibility to design your own work-life balance and champion limitless income potential

Client Engagement

• Educate clients on our diverse financial products and services
• Demonstrate how these solutions can be tailored to meet their unique needs

Products and Services Consultation

• Educate clients on our diverse financial products and services

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

Skills & Experience

• 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

Training & Development

• 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 to help you succeed
• 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

Compensation & Benefits

• Sign-On Payment: $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: 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, as may be in effect from time to time.

Culture and Community Impact

• 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.