Wealth Management Associate - Retirement Benefits Group - IL; Springfield, Bloomington, Quincy, Champaign (5265)
About the role
Join Equitable Advisors: A Pathway to Possibilities and Positive Impact. 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. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government, ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential.
Responsibilities
- 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
Requirements
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Work Authorization: Must be authorized to work in the United States
Qualifications
- 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
Skills
- FINRA Sponsorship: Provided for required FINRA licensing
- Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training
- Virtual University: Access to Equitable Advisors'