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Wealth Management Associate - Retirement Group - SC, Greenville

Remote / Online - Candidates ideally in
Greenville, Greenville County, South Carolina, 29610, USA
Listing for: Equitable
Remote/Work from Home position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
Position: Wealth Management Associate - Retirement Benefits Group - SC, Greenville (2667)

At Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Financial Professional/Wealth Management Associate/Retirement Planning Associate/Financial Consultant
.

After your first year as an Equitable Advisors Financial Professional, you can join our 2-year management track and be on the path to becoming a vice president or district manager. Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed:

  • Development sessions
  • Advanced coaching from peers, managers and executive leadership
  • Leadership development school
  • Equitable Advisors' virtual university
  • Leadership meetings

Responsibilities

  • Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals
  • Ensuring compliance oversight and supervision
  • Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy

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 enabling an inclusive work environment.

Minimum Requirements

  • A four-year college degree is preferred but not required
  • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Note:

Applicants must be authorized to work in the United States.

Benefits

  • Compensation you control and a complete benefits package
  • Personalized and comprehensive training and support in all areas important to building your business
  • Sponsorship as well as coaching to obtain the licensing required for hire
  • Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
  • Ability to work jointly with senior joint-work partners and to be coached by top performers
  • Advancement and management opportunities
  • A work-life balance and access to a full suite of remote-work technology solutions

If you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect!

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Position Requirements
10+ Years work experience
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