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Equitable · 2 months ago

Wealth Management Associate - Retirement Benefits Group - Kansas City (5108)

UNITED STATES-KS-KANSAS CITY

Full-time

Onsite

New Grad, Entry Level

Equitable Advisors is a leader in the wealth management industry, focusing on making a positive impact in people's lives. The Wealth Management Associate role involves engaging with clients, educating them on financial products, and ensuring their retirement security through the Retirement Benefits Group.

BankingConsultingFinancial Services

Responsibilities

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

Qualification

State Life & Health LicenseSIE LicenseSeries 7 LicenseSeries 66 LicenseBachelor's DegreeEntrepreneurial SpiritValues-drivenCommunication SkillsCollaboration