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

at Equitable in BOISE, Idaho, United States

Job Description

Wealth Management Associate – Retirement Benefits Group – Idaho, Montana, Utah & Wyoming (2293) ( 20000096 )

Primary Location : UNITED STATES-ID-BOISE

Organization : Equitable Advisors

• 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!

Role Highlights

Client Engagement : Cultivate and expand your network within established markets

Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs

Client Service and Implementation : Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services

Work-Life Balance : Flexible schedule to maximize productivity and personal time

Location : Working outside the office in local schools and municipalities

Skills & Experience

Education : Bachelor’s degree or equivalent skills and work experience

Licensing : State Life & Health, SIE, Series 7, Series 66

Personal Attributes : values-driven with a track record of success and accomplishment

Communication Skills : excellent interpersonal and communication abilities with strong self-confidence

Mindset : entrepreneurial spirit with a desire to positively impact others’ lives

Collaboration : ability to work with and learn from top performers

Work Authorization : must be authorized to work in the United States

Training & Development

FINRA Sponsorship : provided for required FINRA licensing

Preliminary Employment Period (PEP) : comprehensive 120-day hands-on training

Virtual University : access to Equitable Advisors’ Virtual University for continuous learning

Mentorship : opportunities for joint work and mentorship

Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed

Leadership Development : access to Leadership Development School for those with management ambition

Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP

Base Salary : Annual salary for eligible financial professionals, empowering you to establish your career in wealth management

Commissions and Bonus : In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.

Benefits : Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like “1,000 Hours of Giving Back,” sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)

Req ID: 20000096