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Wealth Management Associate – Retirement Benefits Group - NY, New York (5259)

Equitable Advisors · New York, NY · 1 wk ago
Finance$24k/yrFull-time

About the Role

Join Equitable Advisors, a leader in the wealth management industry, and make a real difference in people's lives while building your career. The Retirement Benefits Group (RBG) specializes in addressing the unique retirement needs of professionals in education, healthcare, and government sectors. This role offers a structured professional development path to becoming a wealth manager through licensing and employment, with the flexibility to design your own work-life balance and unlimited income potential.

Responsibilities

  • Cultivate and expand your network within established markets.
  • Educate clients on diverse financial products and services, tailoring solutions to their unique needs.
  • Analyze and organize client data, ensuring confidentiality.
  • Prepare and implement appropriate financial products and services.
  • Work outside the office in local schools and municipalities.

Requirements

  • Bachelor's degree or equivalent skills and work experience.
  • State Life & Health, SIE, Series 7, and Series 66 licenses (sponsored by Equitable Advisors).
  • Must be authorized to work in the United States.

Qualifications

  • Values-driven with a track record of success and accomplishment.
  • Excellent interpersonal and communication abilities with strong self-confidence.
  • Entrepreneurial spirit with a desire to positively impact others' lives.
  • 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: Guidance from a local Vice President throughout your journey.
  • Leadership Development: Access to Leadership Development School for those with management ambition.
  • Professional Growth: Encouragement to pursue designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and Equitable Advisors’ Credentialed Holistic Financial Coach program.

Pay

  • Sign-On Payment Eligibility: $250–$1,000 after signing the PEP agreement, contingent on successful completion of required FINRA licenses within 120 days.
  • Base Salary: After completing PEP, eligible for an annual salary of $24,000 as a 20th Edition RBG financial professional.
  • Commissions and Bonus: Eligible to earn additional commissions and bonuses.

Benefits

  • Comprehensive benefits programs including health, dental, and vision insurance.
  • 401(k) retirement plan.
  • Employee Stock Purchase Plan (ESPP).
  • Disability and life insurance.
  • Transportation Reimbursement Incentive Program (TRIP).

Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and communities. The company values diversity and inclusivity, offering wellness programs and employee resource groups. Initiatives like "1,000 Hours of Giving Back" (sponsored by the Women’s Network) and "Equitable Excellence" (awarding 200 college scholarships annually) reflect its dedication to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC.

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