Wealth Management Associate - Retirement Benefits Group - Kansas City (5108)

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

Work Authorization

must be authorized to work in the United States

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: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
• Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
• Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus
• Benefits: Comprehensive benefits programs for eligible financial professionals 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 date.

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

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.)

Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.

M/F/D/V.

GE-7814452.1(4/25)(Exp.4/29)

Primary Location UNITED STATES-KS-KANSAS CITY