drjobs Wealth Management Associate - Retirement Benefits Group - IL Peoria 3928

Wealth Management Associate - Retirement Benefits Group - IL Peoria 3928

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1 Vacancy
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Job Location drjobs

Peoria, AZ - USA

Monthly Salary drjobs

$ 250 - 1000

Vacancy

1 Vacancy

Job Description

What it takes to be an Equitable Advisors Financial Professional

With a wide range of successful Financial Professionals prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and further growing our inclusive work environment.

Applicants must be authorized to work in the United States

A fouryear college degree is preferred but not required

We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding

We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding

Resultsdriven highly motivated selfstarter who possesses integrity a strong work ethic and the desire to help others plan for and protect their financial futures

Excellent interpersonal skills and communication abilities with a high degree of selfconfidence

Ability to draw upon past/present experiences and acquaintances to develop markets and sustain longterm relationships

Advantages of working with us

As a Financial Professional with Equitable Advisors you have the opportunity for a largerscale impact on your earning potential. We offer a competitive compensation package and believe in celebrating the successes and contributions that our Financial Professionals make to our company and our communities and acknowledged by numerous reward and recognition programs.

Compensation

Entry level Financial Professionals start out in our Preliminary Employment Program (PEP) after obtaining required licenses and registrations and also have the potential to receive a signon payment ranging from $250 $1000. During PEP as an outside salesperson you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Companys commission schedules which vary depending on the financial product sold. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (PEP) Prospective Associate you will be eligible for medical insurance through our companysponsored Health Plan at your sole expense.

Upon successful completion of PEP you will be eligible to become a 20th Edition Financial Professional and in that role you can choose to be compensated in one of two ways: Base Salary of $24000 per year plus reduced commission and performance bonus opportunities or Full Commission plus bonus. Commissions in both scenarios are calculated in accordance with the Companys commission schedules. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62000 and for those in the top quartile among firstyear Financial Professionals it was $135000.

Benefits

Upon successful completion of PEP you will be eligible to become a 20th Edition Financial Professional. As a 20th Edition Financial Professional you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical dental and vision insurance at companysubsidized rates (as applicable); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short and LongTerm Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (TRIP).

Firm sponsorship to obtain the required licensing

Personalized comprehensive training and support in all areas important to building your business

Specializations available in numerous areas from being a Certified Financial Planner to a junior or senior partner in a firm model to focus in employee and executive benefits and other specialized areas

Work jointly with senior jointwork partners and be coached by top performers

Advancement and management opportunities

Worklife balance and access to a full suite of remotework technology solutions

Equitable Advisors strategy begins with the needs goals and aspirations of those we serve. We strive to deliver amazing customer experience while building longterm relationships that emphasize trust guidance and technology to deliver customized financial strategies to our clients.

Retirement Benefits Group is a specialized division of Equitable Advisors LLC (Equitable Financial Advisors in MI & TN. Equitable Advisors LLC member FINRA SIPC (Equitable Financial Advisors in MI and TN) and affiliate Equitable Network LLC (Equitable Network Insurance Agency of California LLC; Equitable Network Insurance Agency of Utah LLC; Equitable Network of Puerto Rico Inc. Equitable Advisors LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE.112/24(Exp.12/28

Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability innovative strategies and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional.

Your primary focus will be providing financial products and services as well as education to those who build and serve our communities such as:

Teachers

School administrators

Municipality employees


Required Experience:

IC

Employment Type

Full-Time

About Company

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