Wealth Management Associate Retirement Benefits Group (Peoria, IL)

Wealth Management Associate- Retirement Benefits Group (Peoria, IL) Peoria, IL Job Details Full-time $24,000 - $125,000 a year 1 day ago Benefits Health savings account Employee stock purchase plan Disability insurance Health insurance Dental insurance 401(k) Tuition reimbursement Vision insurance 401(k) matching Flexible schedule Life insurance Retirement plan Qualifications Wealth management Series 66 Client relationship development Series 7 Entrepreneurship Bachelor's degree Securities Industry Essentials Life & Health Insurance License Communication skills Entry level Full Job Description •

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 loca 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 Eligibility:

$250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. •

Base Salary :

After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional. •

Commissions and Bonus :

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

Benefits Eligibility:

Eligible financial professionals can participate in our comprehensive benefits programs 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. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. 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)

Job Type:

Full-time Pay:

$24,000.00 - $125,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Health savings account Retirement plan Tuition reimbursement Vision insurance Application Question(s): Will you now, or at any time in the future, require any sort of visa sponsorship for employment in the United States? (yes/no) This role requires an entrepreneurial spirit and relies heavily on commission-based pay. Are you comfortable with these requirements? (yes/no)

Work Location:

In person