Wealth Management Associate - Retirement Benefits Group - CO, Fort Collins (4040)

Role Highlights

• Cultivate and expand your network within established markets
• Educate clients on our diverse financial products and services
• Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
• Enjoy the flexibility to design your own work-life balance
• Champion limitless income potential

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
• 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 Eligibility: 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.