Wealth Management Associate - Retirement Benefits Group - Eastern NC (2409) - Pinehurst - Equitable Services

Description

Wealth management associate position in the Retirement Benefits Group, Eastern NC branch. The role involves working with professionals in key sectors such as education and healthcare to ensure their retirement security.

Key Responsibilities

• Cultivate client relationships within established markets.
• Educate clients on diverse financial products and services tailored to meet unique needs.
• Analyze and implement appropriate products & services for clients while ensuring confidentiality of data.

Skills & Experience Required

• Bachelor's degree or equivalent skills and work experience required for this role.
• Licenses include State Life & Health, SIE, Series 7, Series 66 certifications needed for success in this position., communication abilities with strong self-confidence expected from successful candidates. The ability to positively impact others' lives through entrepreneurial spirit is a vital aspect of our team members. We also require excellent collaboration skills enabling them to learn from top performers effectively.