Field-Based Financial Advisor - Impactful Wealth

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

Benefits offered by this job

Health benefits

401(k)

Employee stock purchase plan (ESPP)

Disability insurance

Life insurance

Transportation reimbursement

Job summary

Equitable Advisors is expanding its Retirement Benefits Group to serve education, healthcare, and government sectors. You will build a client portfolio, consult on financial products, and implement tailored solutions while enjoying flexibility to design your career path.

The role emphasizes licensing sponsorship (FINRA), a 120‑day training period, mentorship, and growth toward CFP and other credentials, with a base salary plus commissions and bonuses.

Qualifications

• Bachelor's degree or equivalent work experience.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with a focus on positive impact.

Responsibilities

• Engage with clients to grow your network in established markets.
• Educate clients on financial products and services and tailor solutions.
• Analyze client data, maintain confidentiality, and implement appropriate products.

Skills

Client engagement

Interpersonal skills

Self-confidence

Entrepreneurial mindset

Collaboration

Communication

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors is expanding its Retirement Benefits Group to serve education, healthcare, and government sectors. You will build a client portfolio, consult on financial products, and implement tailored solutions while enjoying flexibility to design your career path.

The role emphasizes licensing sponsorship (FINRA), a 120‑day training period, mentorship, and growth toward CFP and other credentials, with a base salary plus commissions and bonuses.