Wealth Management Associate - Retirement Benefits Group - CA, San Francisco (4052)

Join Equitable Advisors and make a real difference in people's lives while carving out your unique career path. Our Retirement Benefits Group addresses the unique retirement needs of professionals in key sectors, ensuring they have the retirement security they deserve.

Requirements

• Client Engagement: Cultivate and expand your network within established markets
• Products and Services Consultation: Educate clients on our diverse financial products and services
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
• Bachelor's degree or equivalent skills and work experience
• State Life & Health, SIE, Series 7, Series 66 licensing
• Excellent interpersonal and communication abilities with strong self-confidence
• Entrepreneurial spirit with a desire to positively impact others' lives
• Ability to work with and learn from top performers
• Must be authorized to work in the United States

Benefits

• Flexible schedule to maximize productivity and personal time
• 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: Benefit from the training and guidance of a local Vice President
• Leadership Development: access to Leadership Development School for those with management ambition
• Professional Growth: encouragement to pursue professional designations
• Comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)