Wealth Management Associate - Retirement Benefits Group - MI, Kalamazoo & Grand Rapids (3120)
Equitable AdvisorsKalamazoo, Michigan, United States • Grand Rapids, Michigan, United States
Posted November 26, 2025
Full Time
About the Company
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups.
Job Description
Join Equitable Advisors, a leader in the wealth management industry, and make a real difference in people's lives while carving out your unique career path. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government.
Requirements
- Cultivate and expand your network within established markets
- Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
- Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Benefits
- Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)