Wealth Management Associate - Retirement Benefits Group - Charlotte, NC (5087)

Equitable • Charlotte, NC

305d

About The Position

Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a (b) tax-sheltered annuity (TSA) and (b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG). As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as: Teachers, School administrators, Municipality employees.

Requirements

• A four-year college degree is preferred but not required.
• Must attain state life and health licenses, SIE, FINRA Series and exams.
• Results-driven, highly motivated, self-starter with integrity and a strong work ethic.
• Excellent interpersonal skills and communication abilities.
• Ability to draw upon past/present experiences to develop markets.

Nice To Haves

• Experience in the financial services industry.
• Previous success in sales or client relationship management.

Responsibilities

• Provide financial products and services to clients in the defined market.
• Educate clients about retirement savings options and financial planning.
• Prospect and develop new client relationships.
• Sustain long-term relationships with clients.

Benefits

• Competitive compensation package, including base pay, commissions, and benefits.
• Personalized and comprehensive training and support.
• Sponsorship for licensing requirements.
• Opportunities for specialization in various financial areas.
• Advancement and management opportunities.
• Work-life balance and access to remote-work technology solutions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree