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Wealth Management Associate - Retirement Benefits Group - OH, IN & KY (2538)

Equitable Advisors · Greater Cleveland · 6 mo ago
Finance$24k/yrInternship

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
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

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: $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.

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.

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