415736true415736false Submission for the position Wealth Management Associate - Retirement Benefits Group CO Denver 5238 - Job Number 26000069false 415736falsetrue Wealth Management Associate - Retirement Benefits Group CO Denver 523826000069 UNITED STATES-CO-Denver UNITED STATES-CO-Denver Equitable Advisors Equitable Advisors
Join Equitable Advisors: A Pathway to Possibilities and Positive Impact
Are you ready to make a real difference in peoples lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government, ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential.
Role Highlights:
• Client Engagement: Cultivate and expand your network within established markets • Products and Services: Consultation - Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs • Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services • Work-Life Balance: Flexible schedule to maximize productivity and personal time • Location: Working outside the office in local schools and municipalities
Skills & Experience:
• Education: Bachelors degree or equivalent skills and work experience • Licensing: State Life & Health, SIE, Series 7, Series 66 • Personal Attributes: values-driven with a track record of success and accomplishment • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence • Mindset: entrepreneurial spirit with a desire to positively impact others lives • Collaboration: ability to work with and learn from top performers • Work Authorization: must be authorized to work in the United States
Training & Development:
• 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 who will assist you throughout your journey, offering valuable insights and support to help you succeed • Leadership Development: access to Leadership Development School for those with management ambition • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC), and Equitable Advisors own Credentialed Holistic Financial Coach program
Compensation & Benefits:
• Sign-On Payment Eligibility: $250-$1000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company-sponsored required FINRA licenses and registrations • Base Salary: after successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional, with an annual salary of $24,000 • Commissions and Bonus: in addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus • Benefits Eligibility: eligible financial professionals can participate in our comprehensive benefits programs, including health, dental, and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program as may be in effect from time to time
Our Culture and Community Impact:
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. Our commitment to being a Force for Good is reflected in programs like 1000 Hours of Giving Back, sponsored by our Womens Network, and Equitable Excellence, which awards 200 college scholarships annually.
Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline, ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors LLC, member FINRA SIPC, Equitable Financial Advisors in MI and TN, and affiliate Equitable Network LLC, Equitable Network Insurance Agency of California LLC, Equitable Network Insurance Agency of Utah LLC, Equitable Network of Puerto Rico Inc., Equitable Advisors LLC, Equitable Financial Advisors in MI & TN, is an equal opportunity employer. MFDV. GE-7814452.1425Exp.429