Equitable Advisors
Wealth Management Associate – Retirement Benefits Group
Equitable Advisors, Springfield, Illinois, us, 62777
Overview
Wealth Management Associate – Retirement Benefits Group (RBG) at Equitable Advisors. The Retirement Benefits Group addresses the retirement needs of professionals in education, healthcare, and government, ensuring they have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment, with flexibility to design your own work-life balance and the potential for meaningful income.
Role Highlights
Client Engagement:
Cultivate and expand your network within established markets
Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation : Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Work-Life Balance : Flexible schedule to maximize productivity and personal time
Location : Working outside the office in local schools and municipalities
Skills & Experience
Education:
Bachelors 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
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 to aid your success
Leadership Development:
access to Leadership Development School for future management roles
Professional Growth:
encouragement to pursue designations such as CFP, ChFC, and Equitable0Advisors0Credentialed Holistic Financial Coach
Sign-On Payment Eligibility:
$250-$1,000 after signing the PEP, based on a 120-day timeline for successful completion of required licenses
Base Salary:
after completing PEP, eligible for a base salary (example: $24,000 as a 20th Edition RBG financial professional)
Commissions and Bonus:
in addition to base salary, eligibility for commissions and bonus
Benefits Eligibility:
health, dental and vision, 401(k), ESPP, disability, life insurance, TRIP, subject to program terms
Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and 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" and Equitable Excellence scholarships. Join us to be part of a workplace culture focused on social impact and community engagement.
We continuously seek top talent, and applications are welcome at any time as part of ongoing recruitment.
Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. FINRA & SIPC. (Details may vary by location.)
Get notified about new Wealth Management Associate jobs in
Springfield, Illinois Metropolitan Area .
Job Function Finance and Sales
Employment Type Full-time
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Role Highlights
Client Engagement:
Cultivate and expand your network within established markets
Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation : Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Work-Life Balance : Flexible schedule to maximize productivity and personal time
Location : Working outside the office in local schools and municipalities
Skills & Experience
Education:
Bachelors 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
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 to aid your success
Leadership Development:
access to Leadership Development School for future management roles
Professional Growth:
encouragement to pursue designations such as CFP, ChFC, and Equitable0Advisors0Credentialed Holistic Financial Coach
Sign-On Payment Eligibility:
$250-$1,000 after signing the PEP, based on a 120-day timeline for successful completion of required licenses
Base Salary:
after completing PEP, eligible for a base salary (example: $24,000 as a 20th Edition RBG financial professional)
Commissions and Bonus:
in addition to base salary, eligibility for commissions and bonus
Benefits Eligibility:
health, dental and vision, 401(k), ESPP, disability, life insurance, TRIP, subject to program terms
Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and 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" and Equitable Excellence scholarships. Join us to be part of a workplace culture focused on social impact and community engagement.
We continuously seek top talent, and applications are welcome at any time as part of ongoing recruitment.
Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. FINRA & SIPC. (Details may vary by location.)
Get notified about new Wealth Management Associate jobs in
Springfield, Illinois Metropolitan Area .
Job Function Finance and Sales
Employment Type Full-time
#J-18808-Ljbffr