Aspiring Wealth Manager: Flexible Licensing Path

Equitable Advisors; Springfield (IL); On-site; USD 30,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) + ESPP

Disability and life insurance

Transportation Reimbursement Program (

Job summary

Equitable Advisors is looking for motivated professionals to join the Retirement Benefits Group (RBG) and help address retirement needs for education, healthcare, and government sectors. The role offers a structured path to becoming a wealth manager through licensing and hands-on employment.

You will engage clients, educate them on products, and implement tailored financial solutions while enjoying a flexible schedule designed to balance work and life.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing, SIE, Series 7 and 66 required.
• Excellent communication and self-motivation with an entrepreneurial spirit.
• Authorized to work in the United States.

Responsibilities

• Client engagement and network expansion in established markets.
• Educate clients on diverse financial products and services.
• Analyze client data, ensure confidentiality, and implement solutions.
• Flexible schedule to maximize productivity and personal time.
• Travel to local schools and municipalities for in-person work.

Skills

Licensing (SIE/Series 7/66)

Communication skills

Entrepreneurial mindset

Work authorization in US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is looking for motivated professionals to join the Retirement Benefits Group (RBG) and help address retirement needs for education, healthcare, and government sectors. The role offers a structured path to becoming a wealth manager through licensing and hands-on employment.

You will engage clients, educate them on products, and implement tailored financial solutions while enjoying a flexible schedule designed to balance work and life.