Wealth Management Associate - Retirement Benefits Group - OH, IN & KY (2538) - Cleveland - Equitable Advisors LLC

    Equitable Advisors LLC
    Equitable Advisors LLC Cleveland

    12 hours ago

    $24,000 (USD) per year
    Description

    Join Equitable Advisors: A Pathway to Possibilities and Positive Impact

    We are seeking a Wealth Management Associate to join our Retirement Benefits Group in OH, IN & KY. This role offers the opportunity to make a real difference in people's lives while carving out your unique career path.

    Our specialized team 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.

    • Cultivate and expand your network within established markets
    • Educate clients on our diverse financial products and services demonstrating how these solutions can be tailored to meet their unique needs
    • Analyze and organize client data ensure confidentiality prepare and implement appropriate products & services

    Qualifications:

  • 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 Ski ...

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