Financial Planner

Equitable Advisors

Fort Myers (FL)

Hybrid

USD 21,600 - 26,400

Full time

14 days+

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Benefits offered by this job

Comprehensive benefits programs

401(k)

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive Program (TRIP)

Job summary

A leader in wealth management is seeking an entry-level financial professional located in Fort Myers, Florida. This position offers a flexible schedule, mentorship opportunities, and the chance to earn commissions on top of a $24,000 base salary. Applicants must hold a bachelor's degree and be authorized to work in the United States. Training includes comprehensive development programs and sponsorship for required licenses.

Qualifications

Must be authorized to work in the United States.
Values-driven with a track record of success.
Excellent interpersonal and communication abilities.

Responsibilities

Cultivate and expand your network within established markets.
Educate clients on diverse financial products.
Analyze and organize client data.

Skills

Client Engagement

Communication Skills

Entrepreneurial spirit

Collaboration

Education

Bachelor's degree or equivalent experience

Job description

About Equitable Advisors

Equitable Advisors is a leader in the wealth‑management industry that embraces the power of positive impact. The Retirement Benefits Group (RBG) serves professionals in education, healthcare, government and other key sectors, ensuring they have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Our culture promotes flexibility, limitless income potential, and the ability to design your own work‑life balance.

Role Highlights

Client Engagement: Cultivate and expand your network within established markets
Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products and services
Work‑Life Balance: Flexible schedule to maximize productivity and personal time
Location: Working outside the office in local schools and municipalities

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: Values‑driven with a track record of success and accomplishment
Communication Skills: Excellent interpersonal and communication abilities with strong self‑confidence
Mindset: Entrepreneurial spirit with a desire to positively impact others’ lives
Collaboration: Ability to work with and learn from top performers
Work Authorization: Must be authorized to work in the United States

Training & Development

FINRA Sponsorship: Provided for required FINRA licensing
Preliminary Employment Period (PEP): Comprehensive 120‑day hands‑on training
Virtual University: Access to Equitable Advisors’ Virtual University for continuous learning
Mentorship: Opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey
Leadership Development: Access to Leadership Development School for those with management ambition
Professional Growth: Encouragement to pursue professional designations such as Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ Credentialed Holistic Financial Coach program
Sign‑On Payment Eligibility: $250–$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored FINRA licenses and registrations
Base Salary: After successfully completing PEP, you will become a 20th Edition RBG financial professional with an annual salary of $24,000
Commissions and Bonus: Eligible to earn commissions and bonus on top of the base salary
Benefits Eligibility: Eligible to participate in comprehensive benefits programs, including health, dental and vision; 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP)

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups, and support community engagement initiatives such as “1,000 Hours of Giving Back” and “Equitable Excellence,” which awards 200 college scholarships annually.

Job Details