Position Details
About this role
Wealth management associate working with retirement benefits clients; involves client engagement, product education, data handling, and field-based deployments in schools and municipalities.
Key Responsibilities
- Client engagement and expansion
- Products and services consultation
- Client service and implementation
- Flexible work-life balance
Technical Overview
Financial services/wealth management role with licensing requirements and professional development trajectory toward CFP and related credentials.
Ideal Candidate
The ideal candidate is an entry-level wealth management professional with a bachelor’s degree and multiple securities licenses, eager to work with retirement-focused clients and grow within Equitable Advisors’ development path.
Must-Have Skills
Nice-to-Have Skills
Required Skills
Soft Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
Bachelor's degree or equivalent, State Life & Health, SIE, Series 7, Series 66 licenses, Authorized to work in the United States
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