Entry-Level Wealth Planner - Flexible Schedule & Impact

Equitable Advisors; Jacksonville (FL); On-site; USD 73,500 - 131,250; Part time

Benefits offered by this job

Health insurance

401(K)

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive Program (TRIP)

Job summary

A wealth management leader in Jacksonville is seeking a part-time professional focused on client engagement and financial product consultation. The role requires a bachelor's degree or equivalent experience, and candidates must possess necessary state licenses. The company offers comprehensive training, mentorship, and a competitive salary range from $73,500 to $131,250, along with benefits such as health insurance and 401(k).

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services.
• Analyze and organize client data while maintaining confidentiality.

Skills

Bachelor's degree or equivalent work experience

State Life & Health Licensing

SIE Certification

Series 7 Certification

Series 66 Certification

Excellent interpersonal and communication skills

Entrepreneurial mindset

Ability to work collaboratively

Job description

A wealth management leader in Jacksonville is seeking a part-time professional focused on client engagement and financial product consultation. The role requires a bachelor's degree or equivalent experience, and candidates must possess necessary state licenses. The company offers comprehensive training, mentorship, and a competitive salary range from $73,500 to $131,250, along with benefits such as health insurance and 401(k).