Wealth Management Associate - Retirement Benefits Group - OR, Portland (5133)

Job Listing ID:

4125050

Job Title:

Wealth Management Associate•Retirement Benefits Group•OR, Portland (5133)

Application Deadline:

Open Until Filled

Job Location:

Portland

Date Posted:

10/02/2024

Hours Worked Per Week:

Not Provided

Shift:

Not Provided

Duration of Job:

Either Full or Part Time, more than 6 months SR You may contact this employer directly. (Obtain the contact information to print or add to your jobs.) Obtain Contact Information Job Summary Wealth Management Associate•Retirement Benefits Group•OR, Portland (5133) ( 240000JL )

Primary Location :

UNITED STATES-OR-Portland 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 Eligibility :

$250•1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA l... Personal Financial Advisors Access our Statewide and Regional occupation report for more information about wages, employment outlooks, skills, training programs, related occupations, and more. Compensation Not Provided Job Requirements

Experience Required:

See Job Summary

Education Required:

None

Minimum Age:

N/A