Wealth Management Associate - Retirement Benefits Group
reputed company Advisors is a leader in the wealth management industry, focused on making a positive impact in people's lives. The Wealth Management Associate in the Retirement Benefits Group is responsible for client engagement, educating clients on financial products, and ensuring effective implementation of services.
Responsibilities
- Cultivate and expand your network reputed company 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
- Flexible schedule to maximize productivity and personal time
Skills
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66 licensing
- Values-driven with a track record of success and accomplishment
- Excellent interpersonal and communication abilities with strong self-confidence
- Entrepreneurial spirit with a desire to positively impact others' lives
- Ability to work with and learn from top performers
- Must be authorized to work in the United States
Benefits
- Health, dental and vision
- 401(k)
- Employee Stock Purchase Plan (ESPP)
- Disability
- Life Insurance
- Transportation Reimbursement Incentive Program (TRIP)
Company Overview