Wealth Management Associate - Retirement Benefits Group - Kansas City (5108)

Equitable • Kansas City, KS

66d

About The Position

Join Equitable Advisors: A Pathway to Possibilities and Positive Impact. Are you ready to make a real difference in people's 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!

Requirements

• Bachelor's degree or equivalent skills and work experience
• State Life & Health, SIE, Series 7, Series 66 licensing
• Values-driven with a track record of success and accomplishment
• 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

Nice To Haves

• Desire to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and Equitable Advisors' own Credentialed Holistic Financial Coach program

Responsibilities

• 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
• Flexible schedule to maximize productivity and personal time
• Work outside the office in local schools and municipalities

Benefits

• Sign-On Payment based on the time it takes to complete the company sponsored required FINRA licenses and registrations
• Base Salary for eligible financial professionals
• Commissions and Bonus in addition to an annual salary
• Comprehensive benefits programs including health, dental, and vision insurance
• (k) retirement plan
• Employee Stock Purchase Plan (ESPP)
• Disability and life insurance
• Transportation Reimbursement Incentive Program (TRIP)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree