Position Details
About this role
Wealth Management Associate will join Equitable Advisors' Retirement Benefits Group to educate clients on financial products, engage in client service, and complete licensing training to become a wealth manager.
Key Responsibilities
- Client engagement with schools/municipal clients
- Educate on financial products and services
- Analyze and organize client data
- Ensure confidentiality
- Provide training and mentorship support
Technical Overview
Role centers on licensing, client engagement, and wealth management product knowledge; minimal emphasis on IT/tools beyond licensing processes and virtual training.
Ideal Candidate
The ideal candidate is an entry-level financial services professional with a bachelor's degree who holds SIE, Series 7, Series 66, and Life & Health licenses, and is pursuing CFP/ChFC. Strong communication, client-engagement skills, and a drive to develop a retirement-planning practice across education, healthcare, and government sectors are desired.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Preferred
Industry & Role
Keywords for Your Resume
Deal Breakers
Bachelor's degree required, Must be authorized to work in the United States, Must obtain and maintain FINRA licenses (SIE, Series 7, Series 66)
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