✦ Luna Orbit — Finance & Accounting

Wealth Management Associate - Retirement Benefits Group - CO, Fort Collins (4040)

at Equitable Holdings

📍 UNITED STATES-CO-Fort Collins Unknown Posted March 29, 2026
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Position Details

Type Full-Time
Experience entry
Exp. Years Entry level
Education Bachelor's degree or equivalent skills and work experience
Category Finance & Accounting

About this role

Assist clients with retirement planning and financial advising within the wealth management team, leveraging licensing and client engagement skills to support financial security and growth.

Key Responsibilities

  • Engage clients
  • Advise on retirement benefits
  • Organize client data
  • Support financial planning
  • Educate clients on financial products

Technical Overview

Role involves client data analysis, financial advising, and supporting retirement benefits, with licensing in Series 7, 66, and state life & health insurance.

Ideal Candidate

The ideal candidate is an entry-level wealth management associate with a bachelor's degree, Series 7 and 66 licenses, and a passion for client engagement and financial advising, with potential for growth into a wealth manager role.

Must-Have Skills

Bachelor's degree or equivalentState Life & Health licensingSeries 7Series 66Client engagementFinancial advising

Nice-to-Have Skills

CFP®ChFCHolistic Financial Coaching

Tools & Platforms

FINRA Virtual University

Required Skills

retirement planningfinancial advisingclient engagementfinancial productsdata analysisseries 7series 66state life & health

Hard Skills

Retirement planningFinancial advisingClient engagementFinancial productsData analysis

Soft Skills

Interpersonal skillsCommunicationSelf-confidenceEntrepreneurial spiritCollaboration

Certifications

Required

State Life & HealthSeries 7Series 66

Preferred

CFP®ChFC

Industry & Role

Industry Financial Services / Wealth Management
Job Function Client engagement and financial advising in wealth management
Role Subtype Financial Advisor

Clearance & Visa

Clearance Required None
Visa Sponsorship No

Keywords for Your Resume

wealth managementretirement benefitsclient engagementfinancial advisingfinancial productsdata analysisseries 7series 66state life & healthCFPChFCholistic financial coachwealth management associateretirement planningfinancial servicesclient datafinancial advisorfinancial industrywealth advisor

Deal Breakers

Lack of required licenses (Series 7, 66), No bachelor's degree or equivalent, Unwillingness to work in Fort Collins

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