Wealth Management Associate - Retirement Benefits Group - OH, IN & KY (2538)

Equitable•Cleveland, OH

12h•Onsite

About The Position

Equitable Advisors’ Retirement Benefits Group (RBG) serves the retirement-planning needs of professionals in education, healthcare, and government. This role offers a structured development path toward becoming a wealth manager through licensing, training, and employment. The position involves working outside the office in local schools and municipalities, with a flexible schedule and the opportunity to build a client network in established markets. The associate cultivates client relationships, explains financial products and services, and helps tailor solutions to clients’ needs. The role also includes organizing and analyzing client information, maintaining confidentiality, and preparing and implementing appropriate products and services. After successfully completing the 120-day Preliminary Employment Period (PEP), the candidate may become a 20th Edition RBG financial professional, with an annual salary and eligibility to earn commissions and bonuses. Training and development include FINRA licensing sponsorship, Equitable Advisors’ Virtual University, mentorship and joint work, personalized coaching from a local Vice President, and access to leadership development. The company also encourages employees to pursue professional designations and its Credentialed Holistic Financial Coach program.

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 and strong self-confidence.
Entrepreneurial spirit and desire to positively impact others’ lives.
Ability to work with and learn from top performers.
Authorization to work in the United States.

Nice To Haves

Interest in pursuing professional designations such as CFP® or ChFC, or Equitable Advisors’ Credentialed Holistic Financial Coach program.
Management ambition and interest in Leadership Development School.

Responsibilities

Cultivate and expand a client network within established markets.
Educate clients about financial products and services and how they may be tailored to their needs.
Analyze and organize client data while maintaining confidentiality.
Prepare and implement appropriate financial products and services.
Complete company-sponsored required FINRA licenses and registrations during the 120-day PEP.
Participate in training, mentorship, coaching, and ongoing professional development.

Benefits

Eligible financial professionals may participate in health, dental, and vision insurance programs.
401(k).
Employee Stock Purchase Plan (ESPP).
Disability insurance.
Life insurance.
Transportation Reimbursement Incentive Program (TRIP).
Wellness programs.
Employee resource groups.
Potential sign-on payment of $250–$1,000 after signing the PEP agreement, based on the 120-day timeline for successful completion of company-sponsored required FINRA licenses and registrations.
Annual salary of $24,000 after successfully completing PEP and becoming a 20th Edition RBG financial professional.
Eligibility to earn commissions and bonuses in addition to annual salary.