Aspiring Wealth Manager: Licensing Path + Flexible Growth

Equitable Advisors; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking motivated individuals to join our Retirement Benefits Group, helping clients in education, healthcare, and government secure retirement needs through licensed processes and ongoing mentorship.

You will engage clients, educate them on a wide range of financial solutions, and coordinate tailored implementations while maintaining confidentiality and professional standards. A strong drive, teamwork, and US work authorization are essential.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• 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.

Responsibilities

• Client engagement: Cultivate and expand your network within established markets.
• Products and services consultation: Educate clients on our diverse financial products and services.
• 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.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking motivated individuals to join our Retirement Benefits Group, helping clients in education, healthcare, and government secure retirement needs through licensed processes and ongoing mentorship.

You will engage clients, educate them on a wide range of financial solutions, and coordinate tailored implementations while maintaining confidentiality and professional standards. A strong drive, teamwork, and US work authorization are essential.