Wealth Management Associate - Equitable Advisors

Equitable Advisors- Retirement Benefits Group Job Description

Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative strategies and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional.

Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:

• Teachers

• School administrators

• Municipality employees

What it takes to be an Equitable Advisors’ Financial Professional

With a wide range of successful Financial Professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and further growing our inclusive work environment.

• Applicants must be authorized to work in the United States

• A four-year college degree is preferred but not required

• We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding

• We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding

• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

• Excellent interpersonal skills and communication abilities, with a high degree of self-confidence

• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Advantages of working with us

As a Financial Professional with Equitable Advisors, you have the opportunity for a larger-scale impact on your earning potential. We offer a competitive compensation package and believe in celebrating the successes and contributions that our Financial Professionals make to our company and our communities and acknowledged by numerous reward and recognition programs.

• Compensation

Entry level Financial Professionals start out in our Preliminary Employment Program (“PEP”) after obtaining required licenses and registrations and also have the potential to receive a sign-on payment ranging from $250 - $1,000. During PEP, as an outside salesperson, you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company’s commission schedules which vary depending on the financial product sold. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (“PEP”) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense.

Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and, in that role, you can choose to be compensated in one of two ways: Base Salary of $24,000 per year plus reduced commission and performance bonus opportunities or Full Commission plus bonus. Commissions in both scenarios are calculated in accordance with the Company’s commission schedules. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000 and for those in the top quartile among first-year Financial Professionals it was $135,000.

• Benefits

Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional. As a 20th Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

• Firm sponsorship to obtain the required licensing

• Personalized comprehensive training and support in all areas important to building your business

• Specializations available in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to focus in employee and executive benefits and other specialized areas

• Work jointly with senior joint-work partners and be coached by top performers

• Advancement and management opportunities

• Work-life balance and access to a full suite of remote-work technology solutions

Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN. 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- 7410630.1(12/24)(Exp.12/28)

Keywords: Series 7, Insurance Agent, Insurance Sales, Sales, Outside Sales, Sales Representative, Business Development, Retirement, Financial Advisory Employers M/F/D/V. GE- 6572371.1 (4/24)(Exp.4/26)