Wealth Management Associate - Retirement Benefits Group - SC, Greenville (2667) - Equitable Holdings

    Equitable Holdings
    Equitable Holdings Greenville

    2 days ago

    Description

    Wealth Management Associate - Retirement Benefits Group


    At Equitable Advisors, we empower individuals to make a positive impact in their communities through our specialized team, The Retirement Benefits Group (RBG). We cater to the unique retirement needs of professionals in key sectors such as education, healthcare, and government.




    • Cultivate relationships: Develop and expand your network within established markets
    • Consult on products and services: Educate clients on our diverse financial solutions
    • Client service and implementation: Analyze client data, ensure confidentiality, prepare and implement appropriate products & services
    • Flexible work-life balance: Design your own schedule to maximize productivity and personal time

    Distinguishing qualifications:



    • A Bachelor's degree or equivalent skills & experience required. State Life & Health license is mandatory along with SIE Series 7 & 66 certifications.

    • Skills like excellent communication abilities with strong self-confidence are desired traits for this role. A track record of success along with an entrepreneurial mindset will be highly valued by us!

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