Wealth Management Associate - Retirement Benefits Group - Idaho, Montana, Utah & Wyoming (2293)

Equitable • Boise, ID

12h • Onsite

About The Position

The Wealth Management Associate works with Equitable Advisors’ Retirement Benefits Group (RBG), serving professionals in education, healthcare, and government. The role focuses on addressing clients’ retirement needs by building relationships in established local markets, helping clients understand financial products and services, and implementing solutions tailored to their needs. Work takes place outside the office, including in local schools and municipalities, with a flexible schedule.

Equitable Advisors provides a professional development path toward becoming a wealth manager. Development includes FINRA licensing sponsorship, a comprehensive 120-day hands-on Preliminary Employment Period (PEP), access to the company’s Virtual University, mentorship and joint-work opportunities, and personalized coaching from a local Vice President. Employees may also pursue leadership development and professional designations, including CFP®, ChFC, and the company’s Credentialed Holistic Financial Coach program.

Eligible financial professionals may receive an annual base salary, commissions, bonuses, and a sign-on payment tied to completing company-sponsored FINRA licensing and registrations and entering PEP. Eligible professionals may also participate in the company’s benefits programs, subject to applicable program terms and conditions.

Requirements

• Bachelor’s degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, and Series 66 licenses.
• Values-driven, with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities, with strong self-confidence.
• Entrepreneurial spirit and 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

• Interest in management and leadership development.
• Interest in pursuing professional designations such as CFP®, ChFC, or Equitable Advisors’ Credentialed Holistic Financial Coach program.

Responsibilities

• Cultivate and expand a network within established markets.
• Educate clients about financial products and services and explain how solutions can be tailored to their needs.
• Analyze and organize client data while maintaining confidentiality.
• Prepare and implement appropriate products and services for clients.

Benefits

• Sign-on payment based on the time required to complete company-sponsored FINRA licenses and registrations and enter PEP.
• Annual base salary for eligible financial professionals.
• Eligibility to earn commissions and bonuses.
• Health insurance.
• Dental insurance.
• Vision insurance.
• 401(k).
• Employee Stock Purchase Plan (ESPP).
• Disability insurance.
• Life insurance.
• Transportation Reimbursement Incentive Program (TRIP).
• Wellness programs.
• Employee resource groups.
• FINRA licensing sponsorship.
• 120-day hands-on training period.
• Access to Equitable Advisors’ Virtual University.
• Mentorship and joint-work opportunities.
• Personalized coaching from a local Vice President.
• Access to Leadership Development School for those with management ambitions.
• Opportunities to pursue professional designations.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level