Wealth Management Associate - Retirement Benefits Group CO, Denver (5238)

Equitable•Denver, CO

5d•Onsite

About The Position

Join Equitable Advisors as a Wealth Management Associate within the Retirement Benefits Group (RBG) in Denver. This role focuses on addressing the unique retirement needs of professionals in sectors like education, healthcare, and government. The position offers a structured professional development path to becoming a wealth manager, including licensing and employment, with the flexibility to design your own work-life balance and achieve 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.

Responsibilities

Cultivate and expand your network within established markets.
Educate clients on diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs.
Analyze and organize client data, ensure confidentiality, and prepare and implement appropriate products & services.
Work outside the office in local schools and municipalities.